Integration
Connect monday.com and DocuSign
When something happens in monday.com or DocuSign, your agent does the next thing in the other. Describe it and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want monday.com and DocuSign to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What monday.com and DocuSign can do together
From monday.com to DocuSign
When Any Column Value Changed in Board in monday.com
then Add Envelope Recipients in DocuSign
From DocuSign to monday.com
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with monday.com and DocuSign
Triggers and actions 11 triggers · 48 actions
- Any Column Value Changed in Board
Triggers when any column's value is changed in the selected board.
- Item Moved to Group (Same or Different Board)
Triggers when an item is moved to a group (same or different board).
- New Board
Triggers when a new board is created.
- New Item in Board
Triggers when an item is created in a specific board.
- New Subitem on Board
Triggers when a new subitem on a specific board is created.
- New Update in Board
Triggers when a new update is posted on a board.
- New User
Triggers when a new user joins your monday.com account.
- Specific Columns Values Changed in Board
Triggers when one of the specified columns' value is changed in the selected board.
- Specific Column Value Changed in Board
Triggers when a specific column's value changes in the selected board.
- Specific Subitem Column Value Changed in Board
Triggers when a specific column's value changes in a subitem within the selected board.
- Archive Board
Archives a board
- Archive Group
Archives a specific group in a board
- Archive Item
Archives an item
- Create Board
Creates a new board
- Create Column
Create a new column in board.
- Create Group
Creates a new group in a board
- Create Item
Create a new Item in a board
- Create Subitem
Create a new subitem in a item with column values
- Create Update
Create a new update.
- Delete Group
Delete a specific group from a board
- Delete Item
Delete an item from a board
- Duplicate Item
Create a duplicate of an existing item (including subitems). Note: this action takes a few minutes to complete the subitem duplication.
- Find Items
Find items that match a specific value in a column
- Find Subitems
Finds the subitems of a specific item on the board
- Find User by Name
Search for a user by name using exact matching
- Get Board Values
Returns the data for a all columns in the specific board
- Get Column Values
Returns the data for a specific column in the board
- Get File Column Values
Returns the data for a specific file column in the board
- Get Group Details
Returns the group name for a specific board
- Get User Details
Returns the details for a specific user
- Group Position
Duplicate a group with its items
- List Boards
Returns a list of your active boards ordered by creation date. Optionally specify a maximum number to return (default 25).
- Move Item to Group
Move an item to a different group
- Update Item
Change multiple column values of an item
- Update Item Name
Update an item's name
- Update Subitem
Updates a update subitem on your board.
- Upload File to Specific Column
Upload File To Specific Column
- New envelope sent
Triggered when an envelope is sent from the DocuSign account.
- Add Envelope Recipients
Add one or more recipients to an existing envelope.
- Create Envelope
Create and optionally send an envelope. Pass documents, recipients, and status (created=draft, sent=send now).
- Create Envelope From Template
Create and send an envelope from an existing template using template roles.
- Create Recipient View
Generate an embedded signing URL (recipient view) for a recipient of an envelope.
- Delete Envelope Recipient
Remove a recipient from an envelope by recipient ID.
- Get Envelope
Retrieve a single envelope's status and details by envelope ID.
- Get envelope audit events
Retrieve the audit event log for an envelope.
- Get envelope document
Downloads one document from a DocuSign envelope (or all documents combined, as an archive, a portfolio, or just the certificate of completion) and returns the file content base64-encoded.
- Get Envelope Documents
List the documents contained in an envelope.
- Get Envelope Recipients
List the recipients of an envelope and their signing status.
- Get Envelope Status Changes
List envelopes whose status changed since a given date (status polling).
- Get Template
Retrieve a single template's definition by template ID.
- Get user
Retrieves the information for a DocuSign user.
- List Account Users
List the users in the DocuSign account.
- List Envelopes
List envelopes in the account, optionally filtered by status and modified date.
- List Folders
List the folders in the account.
- List Templates
List the envelope templates in the account.
- Send Envelope
Send a draft envelope by changing its status to sent.
- Update envelope
Changes an existing DocuSign envelope: send a draft, void an in-process envelope, change a draft's email subject and message, resume a paused workflow, or queue a completed envelope's documents for purging.
- Update Envelope Recipients
Update existing recipients on an envelope (e.g. correct email or name).
- Void Envelope
Void a sent envelope, providing a void reason.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from monday.com
monday.com to Google ClassroomGoogle Classroom is a free web service developed by Google for schools that aims to simplify creating...
monday.com to StripeStripe is a payment processing platform for online businesses.
monday.com to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
monday.com to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
monday.com to AirtableOrganize anything with Airtable, a modern database created for everyone.
monday.com to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
More into DocuSign
ActiveCampaign to DocuSignActiveCampaign is a marketing automation, email marketing, and CRM platform.
Asana to DocuSignAsana is a collaborative information manager for workspace.
ClickUp to DocuSignClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
Discord to DocuSignDiscord is an all-in-one voice and text chat for gamers.
Brevo to DocuSignBrevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...
Questions
monday.com and DocuSign, answered
What can start an automation from monday.com?
Any of monday.com's 10 triggers in the catalog, including Any Column Value Changed in Board, Item Moved to Group (Same or Different Board), New Board and New Item in Board. Describe the moment in plain language and your agent picks the right one.
What can your agent do in DocuSign when something happens in monday.com?
Any of DocuSign's 21 actions, including Create Envelope, Create Envelope From Template, Create Recipient View and Send Envelope. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from DocuSign to monday.com?
Yes. When something happens in DocuSign, your agent can act in monday.com too. This page covers both directions: DocuSign's triggers and monday.com's actions are listed here as well.
Do I have to build a connector for monday.com or DocuSign?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.