How to automatically send DocuSign envelopes for new Monday.com items

Relay.app is an automation tool that lets you automate actions across DocuSign, Monday.com, and many other apps. In this guide, we'll show you how to automatically run the “send envelope from template” action in DocuSign for each item added in Monday.com using Relay.app.
Monday.com logoMonday.com > DocuSign
Trigger
Last triggered
Monday.com logoItem added
DocuSign logoSend envelope from template
1

Create your playbook and set the Monday.com trigger as "New item added"

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To setup this playbook, click "Add trigger" and then select "New item added" under Monday.com. Then, select details like the board. This will allow your playbook to automatically detect the new item added in Monday.com and initiate necessary actions.

If this is your first time using a Monday.com integration in Relay.app, a prompt will guide you through the connection process.

2

Add the "Send envelope from template" in DocuSign automation

Integrate the DocuSign automation into your playbook to ensure the prompt send of the specific envelope whenever a new item is added to a specific board in Monday.com.

Click the "Add step" button, then locate the "Send envelope from template" automation for DocuSign and input the mandatory and relevant details.

If your DocuSign account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your DocuSign account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate sending an envelope in DocuSign. Once turned on, it will respond whenever a new item is added in a specific board in Monday.com by sending an envelope to sign in DocuSign without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.

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