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ABOUT THIS VIDEO
Learn how to integrate Monday.com and Docusign by using Make.com
In this video, I cover:
- How to send a personalized template via Monday.com
- How to update Monday.com based on document behavior (sent & signed)
- How to upload a signed contract to Monday.com
- How to prevent errors with error handling modules
🛠️ MY TOOLS
(these contain affiliate links that give me a kickback fee. Thank you!)
Monday.com: try.monday.com...
Make: www.make.com/e...
Pandadoc: pandadoc.partn...
🤝 Free Discovery Call
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💼 LinkedIn
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💪🏻 WORK WITH ME
Interested in tailor-made solutions to take your processes to the next level? Send me a message on any channel and let’s have a chat.
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Chapters:
00:00 Intro
4:10 Webhook
20:43 Preparing the template
33:30 Retrieving Docusign updates and sending them to Monday.com
49:50 Preventing errors with error handling modules
15 авг 2024
