IntegrationsEffortless DocuSign + monday.com integrations
Take your e-signature and project management processes to the next level with powerful monday.com + DocuSign integrations on the low-code Tray Platform. Our platform makes it easy to build game-changing integrations in minutes, without overburdening IT. Stand up bi-directional, API-level integrations between any data source, including flat files (such as CSVs), FTP, email, webhooks, and any cloud software—even using data within custom fields.
Looking for DocuSign + monday.com connectors to get the absolute most out of your project management and e-signature software? Our intuitive, 100% visual builder empowers you to sync DocuSign, Monday.com, and any other go-to application in your tech stack. Just drag and drop them together with ease. Now you can save hours of manual work and refocus on high-level strategy.
And no need to stop with integrations. Our platform also lets you design and deploy dynamic, multi-step DocuSign + monday.com automation. Create robust automated workflows to boost collaboration and seamlessly flow e-signature and project management data wherever you need.
AutomationAutomate DocuSign + monday.com
The Tray Platform gives anyone in your organization the power to orchestrate any type of DocuSign + monday.com automation. Now, you can execute automated workflows that kick off an unlimited variety of operations based on any custom trigger.
Business users in finance, IT, e-commerce, revenue operations, sales, marketing, and many other teams across the organization love using our platform to deploy custom DocuSign + monday.com automation. Now, you can dynamically trigger follow-up projects after completing key tasks in the sales-to-support handoff process. You can auto-generate tasks in your work management tool in response to key financial activities such as monthly payroll, invoices, or expense reports. Or, you can monitor the progress of e-signature processes in real time.
Deeply connect DocuSign, monday.com, and any other tool, including your business intelligence platform, CRM, ERP, managed services software, e-commerce platform, customer data platform, internal chat tool, accounting software, marketing automation platform, and others. Our platform offers a full library of pre-built connectors, data helpers, and custom logic operators so you can design customized workflows to fit your exact business needs.
Use casesAny monday.com + DocuSign use case
Business users depend on our platform to stand up powerful integrations in minutes. Power users also love our platform’s ability to manage massive data projects touching billions of records daily. Plus, your workflows will always scale with your changing data needs, thanks to our elastic, serverless architecture.
Rapidly scale your e-signature and work management processes with advanced DocuSign + monday.com automation. Need to trigger auto-alerts in your internal chat tool for key signatures and approvals on invoices, contacts, and other documents? Need to generate tasks in your project management system based on subsequent sign-offs and approvals in your e-signature software? The Tray Platform can automate any use case since we connect with any tool, including Slack, Asana, Trello, Salesforce, HubSpot, Marketo, Mailchimp, Power BI, and many others.
IT leaders trust us with even their most sensitive data because we’ve made enterprise-grade security a top priority. We’re SOC 2 Type 2-certified and compliant with key data privacy regulations, including CCPA, GDPR, and HIPAA.
