Monday.com + Xodo Sign Integration

Integrate Monday.com to Xodo Sign in one click, or tell Integrately AI how you want each document handled. Track signed agreements, create items in your boards, update project statuses, and notify your team automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Monday.com
    Sub-item is created in Monday.com Instant
  • Monday.com
    Item is created in board in Monday.com Instant
  • Monday.com
    Specific column value is changed on board in Monday.com Instant
  • Monday.com
    Column value is changed on board in Monday.com Instant
  • Monday.com
    Item is moved to specific group in Monday.com Instant
  • Monday.com
    Update is created in Board in Monday.com Instant
  • Monday.com
    Sub-item column value is changed on board in Monday.com Instant
  • Monday.com
    Item is moved to any group in Monday.com Instant
  • Monday.com
    Item is deleted in board in Monday.com Instant
  • Monday.com
    Item name is changed in Monday.com Instant
  • Monday.com
    Column is created for item in Monday.com Instant
  • Monday.com
    Item is archived in board in Monday.com Instant
  • Monday.com
    Item is restored in board in Monday.com Instant
  • Monday.com
    Sub-item name is changed in Monday.com Instant
  • Monday.com
    Comment is added to subitem in Monday.com Instant
  • Monday.com
    Sub-item is moved in Monday.com Instant
  • Monday.com
    Sub-item is archived in Monday.com Instant
  • Monday.com
    Sub-item is deleted in Monday.com Instant
  • Monday.com
    Update is created in Monday.com
  • Monday.com
    Board is created in Monday.com
  • Monday.com
    User joins in Monday.com
  • Xodo Sign
    Document is completed in Xodo Sign Instant
  • Xodo Sign
    Document is sent in Xodo Sign Instant
  • Xodo Sign
    Document is signed in Xodo Sign Instant
  • Xodo Sign
    Document is created in Xodo Sign Instant
  • Xodo Sign
    Document is cancelled in Xodo Sign Instant
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2.
  • Monday.com
    Move item to group in Monday.com
  • Monday.com
    Move item to board in Monday.com
  • Monday.com
    Update group in Monday.com
  • Monday.com
    Create item in Monday.com
  • Monday.com
    Get subitem by id in Monday.com
  • Monday.com
    Search multiple items in Monday.com
  • Monday.com
    Search item in Monday.com
  • Monday.com
    Update item in Monday.com
  • Monday.com
    Get item details by id in Monday.com
  • Monday.com
    Create subitem in Monday.com
  • Monday.com
    Archive item in Monday.com
  • Monday.com
    Delete item in Monday.com
  • Monday.com
    Create update in Monday.com
  • Monday.com
    Create column in Monday.com
  • Monday.com
    Upload file to specific item in Monday.com
  • Monday.com
    Create board in Monday.com
  • Monday.com
    Archive board in Monday.com
  • Monday.com
    Create group in Monday.com
  • Monday.com
    Duplicate group in Monday.com
  • Monday.com
    Delete group in Monday.com
  • Monday.com
    Archive group in Monday.com
  • Monday.com
    Add user to board in Monday.com
  • Monday.com
    Add user to workspace in Monday.com
  • Monday.com
    Create tag in Monday.com
  • Monday.com
    Create workspace in Monday.com
  • Monday.com
    Add team to workspace in Monday.com
  • Monday.com
    Add team to board in Monday.com
  • Monday.com
    Search subitem in Monday.com
  • Monday.com
    Update subitem in Monday.com
  • Xodo Sign
    Create contact in Xodo Sign

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Ready Workflows Ready Workflows for Monday.com + Xodo Sign Integration

Track completed documents, create monday.com items, update project statuses, and alert your team, all in just one click.

Most popular automationmost-popular-automations
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Connect more apps to your Monday.com + Xodo Sign flow

Send signed agreements to storage, update customer records in your CRM, and notify teams in chat. Pick a combination and activate it in one click.

Monday.com
Xodo Sign
+
SlackSlack (8)
+
Google DriveGoogle Drive (8)
+
Google DocsGoogle Docs (8)
+
HubSpotHubSpot (8)
+
GmailGmail (8)
+
StripeStripe (8)
X
M
S
When a document is completed in Xodo Sign, create an item in Monday.com and notify your team on Slack
Completed Xodo Sign documents automatically create new Monday.com items while notifying your team in Slack, keeping projects updated instantly.
X
M
S
When a document is signed in Xodo Sign, create a subitem in Monday.com and send a message in Slack
Signed Xodo Sign documents trigger a new Monday.com subitem and alert your team in Slack, ensuring no step is missed.
X
M
S
When a document is completed in Xodo Sign, update the item in Monday.com and post the status in Slack
Completed Xodo Sign agreements update your Monday.com board status and notify your team on Slack automatically.
X
M
S
When a document is sent in Xodo Sign, create an item in Monday.com and alert the assigned user in Slack
Newly sent Xodo Sign documents open tracking items in Monday.com and notify your team via Slack.
X
M
S
If a document is completed in Xodo Sign, create a priority item in Monday.com and notify your sales channel in Slack
High-value completed Xodo Sign documents route straight into Monday.com boards and alert sales on Slack.
X
M
S
When a document is cancelled in Xodo Sign, archive the Monday.com item and post a notice in Slack
Cancelled Xodo Sign documents automatically archive matching Monday.com items and notify your team in Slack.
X
M
S
Use Claude to summarise every completed Xodo Sign document, create a Monday.com update, and post it in Slack
Claude summarises completed Xodo Sign documents before adding updates to Monday.com and notifying Slack channels.
X
M
H
S
When a document is completed in Xodo Sign, create a Monday.com item, create a HubSpot contact, and notify Slack
Completed Xodo Sign agreements update Monday.com, log contacts in HubSpot, and alert your team on Slack.

Supported triggers and actions for Monday.com and Xodo Sign

Mix and match to build the exact automation you need

Monday.com
Monday.com Triggers & Actions
Instant
Sub-item is created in Monday.com
Triggers the automation when a subitem is created
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Instant
Item is created in board in Monday.com
Triggers the automation when a new item is created from a particular board
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Instant
Specific column value is changed on board in Monday.com
Triggers the automation when a column value is changed on a board
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Instant
Column value is changed on board in Monday.com
Triggers the automation when a column value on a particular board is updated
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Instant
Item is moved to specific group in Monday.com
Triggers the automation when an item is moved to a group
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Instant
Update is created in Board in Monday.com
Triggers the automation when an update is created on a board
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Instant
Sub-item column value is changed on board in Monday.com
Triggers the automation when a sub-item column value is changed on a board
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Instant
Item is moved to any group in Monday.com
Triggers the automation when an item is moved to a different group
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Instant
Item is deleted in board in Monday.com
Triggers the automation when a new item is created from a particular board
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Instant
Item name is changed in Monday.com
Triggers the automation when the name of any item is updated
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Instant
Column is created for item in Monday.com
Triggers the automation when a new field is added to a item
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Instant
Item is archived in board in Monday.com
Triggers the automation when an item is archived in a board
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Instant
Item is restored in board in Monday.com
Triggers the automation when an item is restored within a board
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Instant
Sub-item name is changed in Monday.com
Triggers the automation when a subitem name is modified
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Instant
Comment is added to subitem in Monday.com
Triggers the automation when a comment is added to a subitem
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Instant
Sub-item is moved in Monday.com
Triggers the automation when a subitem is moved to a different location
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Instant
Sub-item is archived in Monday.com
Triggers the automation when a subitem is archived
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Instant
Sub-item is deleted in Monday.com
Triggers the automation when a subitem is deleted
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Update is created in Monday.com
Triggers the automation when an update is created
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Board is created in Monday.com
Triggers the automation when a new board is created
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User joins in Monday.com
Triggers the automation when a new user joins the platform
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Move item to group in Monday.com
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Move item to board in Monday.com
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Update group in Monday.com
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Create item in Monday.com
Generates a new item
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Get subitem by id in Monday.com
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Search multiple items in Monday.com
Locates and retrieves items information
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Search item in Monday.com
Locates and retrieves particular item information
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Update item in Monday.com
Updates an item with new information
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Get item details by id in Monday.com
Retrieves detailed information of a item using its id
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Create subitem in Monday.com
Creates a new subitem
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Archive item in Monday.com
Store an item for future reference
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Delete item in Monday.com
Removes the selected item
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Create update in Monday.com
Creates a new update
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Create column in Monday.com
Adds a new column to a dataset or spreadsheet
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Upload file to specific item in Monday.com
Uploads a file to a item within a system
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Create board in Monday.com
Generates a new board
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Archive board in Monday.com
Archive board to store historical data
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Create group in Monday.com
Creates a new group based on particular criteria
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Duplicate group in Monday.com
Creates a copy of an existing group
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Delete group in Monday.com
Removes a particular group from the system
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Archive group in Monday.com
Archives a particular group for future reference
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Add user to board in Monday.com
Adds a user to a board
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Add user to workspace in Monday.com
Adds a user to the particular workspace
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Create tag in Monday.com
Generates a new tag
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Create workspace in Monday.com
Creates a new workspace
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Add team to workspace in Monday.com
Invites team members to collaborate in the particular workspace
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Add team to board in Monday.com
Adds a team to the board
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Search subitem in Monday.com
Automatically searches for a specific subitem
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Update subitem in Monday.com
Automatically updates an existing subitem
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Xodo Sign
Xodo Sign Triggers & Actions
Instant
Document is completed in Xodo Sign
Triggers the automation when a particular document is completed
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Instant
Document is sent in Xodo Sign
Triggers the automation when a document is sent to the recipient
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Instant
Document is signed in Xodo Sign
Triggers the automation when a document is signed
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Instant
Document is created in Xodo Sign
Triggers the automation when a new document is created
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Instant
Document is cancelled in Xodo Sign
Triggers the automation when a document is cancelled
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Create contact in Xodo Sign
Adds a new contact to the database
Try it →

What can you automate with Monday.com + Xodo Sign?

Streamline your document execution workflows by connecting agreement events directly to your project boards.

What you can automate?
📄
Create project items from signed agreements
Automatically generate a new Monday.com item the moment a document is completed in Xodo Sign. Eliminate manual data transfer between your signing tool and project boards.
📋
Capture every submitted agreement field
Map custom signer details, company names, and execution timestamps into separate Monday.com columns. Your board becomes a comprehensive system for project tracking.
🔔
Notify your team instantly on completion
Send instant alerts to project stakeholders or communication channels whenever an important contract or document is signed.
🔀
Route items based on document criteria
Apply different board groups or priority statuses depending on document values or specific metadata submitted during the signing process.
🔄
Keep board statuses up to date
Automatically update item stages in Monday.com as documents move from sent to signed, completed, or cancelled in Xodo Sign.
🔍
Add or update without creating duplicates
Search existing board records before creating new items, ensuring your workspace remains clean and organised.
⚠️
Handle document cancellations cleanly
Automatically archive matching project items or trigger follow-up tasks when an agreement is cancelled in Xodo Sign.
💬
Extend your workflow to team chat
Connect your core automation to Slack to announce completed agreements and keep cross-functional teams in sync.
And much more...

Who is Monday.com + Xodo Sign integration for?

Operations teams, project managers, and sales leaders eliminate manual data entry between signed agreements and project tracking boards.

Operations directors
Operations directors
Project managers
Project managers
Account executives
Account executives
Sales operations teams
Sales operations teams
Delivery leads
Delivery leads
Compliance officers
Compliance officers
📈
Operations directors
You're tracking agreement pipelines across multiple spreadsheets but your project boards only update when someone manually exports records, so the metrics you review are always outdated — with this integration, every completed document updates your board instantly and your data stays current.
Project managers
You need to kick off onboarding the moment a contract is signed, but you find out hours later when checking shared drives, delaying project setup — connecting these apps means every signed document creates your project items automatically so work starts without delay.
🤝
Account executives
You answer to clients asking about project kickoff status while waiting for agreement paperwork to process through administrative review — automating both apps means your boards reflect signed contracts instantly and clients see immediate progress.
📊
Sales operations teams
The volume of outgoing proposals and signed contracts is too high for anyone to keep up by hand, leading to missing board items and untracked deals — automating both apps means every document submission flows straight into your tracking system without manual data entry.
⚙️
Delivery leads
You own the implementation phase and depend on sales to hand over signed agreements before your team can build project schedules — integrating these apps means your team receives project items the second signing finishes.
🗂️
Compliance officers
You need a reliable history of agreement execution and keep finding gaps where signed documents were never logged in project boards — this integration means every document event creates an accurate record automatically.
Our team

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Why choose Integrately to automate Monday.com + Xodo Sign

Build and manage your Monday.com + Xodo Sign automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Monday.com + Xodo Sign with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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How Integrately Works?

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2
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Automation is ready
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Frequently Asked Questions

How do I connect Monday.com to Xodo Sign?
Frequently Asked Questions
You can connect Monday.com to Xodo Sign in 1-click using ready templates on Integrately. Choose your trigger and action, authenticate your accounts, and let Integrately AI handle the setup.
Can I automatically create Monday.com items when a Xodo Sign document is completed?
Frequently Asked Questions
Can I connect Monday.com, Xodo Sign, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Monday.com and Xodo Sign?
Frequently Asked Questions
How do Monday.com item updates work with Xodo Sign events?
Frequently Asked Questions
Can I track Xodo Sign document status changes in Monday.com?
Frequently Asked Questions
Do I need coding skills to automate Monday.com and Xodo Sign?
Frequently Asked Questions
Is the Monday.com and Xodo Sign integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Monday.com or Xodo Sign With 1500+ Other Apps

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