How to integrate BoldSign with Monday.com using Zapier?

Integrating BoldSign with Monday.com via Zapier allows you to streamline your document workflows and enhance productivity. By leveraging Zapier’s automation features, you can set up triggers in Monday.com that respond to events in BoldSign. In this article, we will walk through how to automatically upload a document completed by the signer using BoldSign to Monday.com.

Follow the steps below to integrate BoldSign with Monday.com using Zapier:

• Login in to your Zapier account or create an account in Zapier.
• Then, on the Zapier page, click the Create button in the top left corner, and select the Zaps option.

• You will be directed to the Zaps page. Select the Trigger option.

• Trigger: Choose the Trigger app as BoldSign. In the Event drop-down, choose Document Completed and click the Continue button.

• Then, connect your BoldSign account and test the trigger.

• After signing in with your BoldSign account , click Continue button to trigger the test.
• Select the document and then click Continue with selected record button to trigger the test.

• Action: Choose Monday.com as the action app. Select the event as Upload File to Specific Column and click the Continue button.

• Then, connect your Monday.com account.
• When signing in with your Monday.com account, you will be asked to enter the API key. Click on the account menu in your Monday.com account, select the Developers option, and copy the API key from the My access tokens section. Then, select Yes, continue to Monday.com.

• Under the Action column, fill in the required fields and select the column where you want to store the completed documents from BoldSign. Then, click the Continue button.

• Then test the action and Publish the Zap.

• Now, the completed document will be stored in Monday.com when the signer completes the signing process.