Integration · Monday.com

E-Signatures Inside
Monday.com

Trigger e-signature workflows when Monday.com items change status. Contracts sent automatically. Signing tracked in your Monday columns. Zero manual steps.

Free plan available · No credit card required · ESIGN Act compliant

Status
Trigger auto-sends
Column
Tracking in Monday
Zapier
No-code setup
Free
Plan to start
Key Features

Everything You Need

Built-in features that save time and close deals faster.

Monday Connection

Contract Sending Triggered by Monday Status Changes

Use Zapier or Monday's native automations to trigger Zignature document sends when a board item's status column changes. Move a deal to 'Contract' — Zignature sends the agreement automatically. The Monday item's signing status column updates when the recipient signs.

  • Status-triggered sends — change a Monday status → Zignature sends the document.
  • Column status updates — signing events update Monday column values automatically.
  • Any board type — works with CRM, project, HR, or custom Monday boards.

Contract Sending Triggered by Monday Status Changes

Use Zapier or Monday's native automations to trigger Zignature document sends when a board item's status column changes....

Included on all plans
Automation

Zero Manual Steps in Your Deal Workflow

Build a fully automated deal-to-contract workflow: prospect moves to 'Won' in your Monday CRM board → Zignature sends the MSA → client signs → Monday deal stage updates to 'Contracted' → project kickoff board item is created. Every step automated, no human action needed.

  • Full workflow automation — from won deal to signed contract without manual steps.
  • Cross-board triggers — signed contracts create items in project or onboarding boards.
  • Notification routing — team members notified in Monday when contracts are signed.

Zero Manual Steps in Your Deal Workflow

Build a fully automated deal-to-contract workflow: prospect moves to 'Won' in your Monday CRM board → Zignature sends th...

Included on all plans
Team Visibility

Every Team Member Sees Contract Status in Monday

When signing is initiated and completed through Zignature, the status updates in Monday are visible to every team member — sales, operations, finance, and delivery. No need to check Zignature separately. The Monday board becomes the single source of truth for contract status across your business.

  • Real-time status visibility — everyone sees signed/pending status in Monday without Zignature access.
  • Dashboard widgets — add contract signing metrics to your Monday dashboards.
  • Workload visibility — see all pending contracts across all deals in one Monday view.

Every Team Member Sees Contract Status in Monday

When signing is initiated and completed through Zignature, the status updates in Monday are visible to every team member...

Included on all plans
Use Cases

Works for Every Scenario

From simple agreements to complex multi-party workflows.

Sales CRM Deal Contracts

When a Monday CRM deal moves to 'Won', Zignature sends the contract automatically. Signing status tracked in the deal's status column.

Project Kickoff SOWs

When a new project board item is created, trigger statement of work sending — project can't move to 'In Progress' until SOW is signed.

HR Onboarding Workflows

When a new employee item is added to HR board, Zignature automatically sends offer letter and onboarding packet.

Vendor Onboarding

New vendor items in the procurement board trigger vendor agreement sends — vendor status updates to 'Active' when signed.

Event & Production Contracts

Event production teams use Monday to manage events — venue, vendor, and talent contracts sent when event items reach 'Confirmed' status.

Agency Retainer Management

Agency boards track client retainer status — retainer agreements sent when clients move from 'Prospect' to 'Client' status.

How It Works

Up and Running in Minutes

No training required. Send your first document today.

1

Connect in One Click

Authorize Zignature from your existing account. OAuth 2.0 — no API keys to manage, no IT ticket required.

2

Map Your Data

Our AI automatically maps fields from your connected app to document templates. Review and confirm in under 2 minutes.

3

Trigger Documents Automatically

Set rules to auto-send documents when records update — new deal, new customer, new invoice. Zero manual work.

4

Sync Back Automatically

Signed status, signer data, and completed PDFs flow back into your app automatically. Your records stay accurate.

Bring E-Signatures into Monday.com

Connect Monday.com to Zignature in minutes — no developer needed. Free plan available.

Frequently Asked Questions

Everything you need to know.

How do I connect Zignature to Monday.com?

Connect Zignature to Monday.com through Zapier. Create a Zap with Monday.com as the trigger (e.g., 'Column Value Changed' or 'New Item') and Zignature as the action ('Send Document for Signature'). Map Monday column values to recipient name, email, and document variables. Setup takes 10-15 minutes with no code.

Can Monday.com status columns update automatically when documents are signed?

Yes. Create a second Zap with Zignature as the trigger ('Document Signed' webhook) and Monday.com as the action ('Change Column Value'). When a document is signed in Zignature, the corresponding Monday item's status column updates automatically — no manual action needed.

Can I use Monday.com's native automations with Zignature?

Monday.com's native automations can trigger Zapier webhooks, which then call Zignature. Alternatively, Monday.com integrations support webhooks that can trigger Zignature's API directly for teams with development resources. The most common no-code approach is Zapier.

Which Monday.com item types work with Zignature?

Zignature works with any Monday.com board item type — CRM deals, project items, HR records, or custom board items. The key is having a recipient email column in your Monday board to pass to Zignature as the signing recipient.

Can I send the signed PDF back to Monday.com?

Yes. Use Zapier to download the signed PDF from Zignature (using the document download URL from the 'Document Signed' webhook) and attach it to the Monday item using Monday's file upload action. The signed PDF will be accessible from the Monday item.

Can different Monday status values trigger different Zignature templates?

Yes. Use Zapier's Filter feature to send different Zignature templates based on different Monday column values. For example, 'Contract Status = NDA Required' triggers an NDA template, while 'Contract Status = Full MSA' triggers a master agreement template.

Does this integration work with Monday Work OS enterprise plans?

Yes. The Zignature + Monday.com integration works with all Monday.com plans — Basic, Standard, Pro, and Enterprise. Enterprise Monday plans support additional automation features and API rate limits that can support higher-volume signature workflows.

Can I track signing in a Monday.com dashboard?

Yes. Add a Chart widget to your Monday dashboard and filter by the signing status column. This gives you a real-time view of how many deals have signed contracts, how many are pending, and how long contracts typically take to get signed — directly in Monday.

Related Resources

Related Resources