Monday.com + Zoho Sign Integration

Integrate Monday.com to Zoho Sign in one click, or tell Integrately AI how you want each document handled. Trigger signature requests, track agreement status, update your project boards, and notify your team instantly.

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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
  • Zoho Sign
    Document is completed in Zoho Sign Instant
  • Zoho Sign
    Document is sent in Zoho Sign Instant
  • Zoho Sign
    Document is signed in Zoho Sign Instant
  • Zoho Sign
    Document is expired in Zoho Sign Instant
  • Zoho Sign
    Document is approved in Zoho Sign Instant
  • Zoho Sign
    Document is declined in Zoho Sign Instant
  • Zoho Sign
    Document is recalled in Zoho Sign Instant
  • Zoho Sign
    Document is viewed in Zoho Sign Instant
  • Zoho Sign
    Document is reassigned in Zoho Sign Instant
Arrow Right
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
    Search multiple items in Monday.com
  • Monday.com
    Get subitem by id in Monday.com
  • Monday.com
    Create item 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
  • Zoho Sign
    Get document by request ID in Zoho Sign

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

Send signature requests, track completed documents, update your Monday.com boards, 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 + Zoho Sign flow

Sync document approvals with your team chats, cloud storage, and CRM systems to keep everyone aligned. Pick a combination and activate it in one click.

Monday.com
Zoho Sign
+
SlackSlack (4)
+
Google DriveGoogle Drive (3)
+
HubSpotHubSpot (3)
+
PandaDocPandaDoc (3)
+
GmailGmail (3)
+
QuickBooks OnlineQuickBooks Online (3)
Z
M
S
When a document is completed in Zoho Sign, create an item in Monday.com and notify your team on Slack
Completed Zoho Sign documents instantly create a new item in Monday.com and alert your team in Slack, eliminating manual tracking.
M
Z
S
When an item is created in board in Monday.com, get document details in Zoho Sign and notify your team on Slack
New Monday.com board items fetch Zoho Sign document data and notify your sales channel in Slack.
Z
M
S
When a document is signed in Zoho Sign, update item in Monday.com and post an update in Slack
Signed Zoho Sign documents update your Monday.com board and notify your channel in Slack.
Z
C
M
S
Use Claude to summarise every completed Zoho Sign document, update the Monday.com item, and post the brief in Slack
Claude summarises completed Zoho Sign documents before updating Monday.com and notifying Slack.

Supported triggers and actions for Monday.com and Zoho 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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Search multiple items in Monday.com
Locates and retrieves items information
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Get subitem by id in Monday.com
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Create item in Monday.com
Generates a new item
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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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Zoho Sign
Zoho Sign Triggers & Actions
Instant
Document is completed in Zoho Sign
Triggers the automation when a particular document is completed
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Instant
Document is sent in Zoho Sign
Triggers the automation when a document is sent to the recipient
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Instant
Document is signed in Zoho Sign
Triggers the automation when a document is signed
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Instant
Document is expired in Zoho Sign
Triggers the automation when the validity of any document expires
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Instant
Document is approved in Zoho Sign
Triggers the automation when a document is approved
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Instant
Document is declined in Zoho Sign
Triggers the automation when a document is not approved
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Instant
Document is recalled in Zoho Sign
Triggers the automation when a document is recalled from the recipient
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Instant
Document is viewed in Zoho Sign
Triggers the automation when a document is viewed
Try it →
Instant
Document is reassigned in Zoho Sign
Triggers the automation when a document is reassigned to a new owner
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Get document by request ID in Zoho Sign
Retrieves a document based on the provided request id
Try it →

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

Streamline your document workflows and project tracking with automated actions that run the moment events occur.

What you can automate?
📝
Create project items from signed documents
Automatically generate a new item in Monday.com the moment a document is completed in Zoho Sign, eliminating manual copy-pasting between platforms.
📋
Capture every submitted document field
Map signer details, dates, and custom document fields directly into your Monday.com board columns instead of just basic file names.
🔔
Alert your team instantly upon signing
Notify relevant team members in chat or email as soon as a document is viewed, signed, or approved by your clients.
🔀
Route workflows based on agreement status
Trigger different follow-up tasks in Monday.com depending on whether a document was approved, declined, or expired in Zoho Sign.
🔄
Keep project boards updated in real time
Reflect status changes instantly on your Monday.com board whenever a document progresses through the Zoho Sign workflow.
🔍
Search and update existing records
Find matching items in Monday.com and update their column values rather than creating duplicate entries for recurring documents.
Handle later agreement lifecycle events
Automate responses when documents expire, get recalled, or require re-assignment by updating your project tasks accordingly.
🔌
Extend your workflow to team chat apps
Connect your core agreement and project data to Slack to broadcast crucial contract milestones to wider department channels.
And much more...

Who is Monday.com + Zoho Sign integration for?

Teams managing projects and electronic signatures connect these tools to eliminate manual data entry, track document statuses instantly, and keep operations running smoothly.

Operations Managers
Operations Managers
Sales Team Leads
Sales Team Leads
Account Managers
Account Managers
Project Coordinators
Project Coordinators
Finance Specialists
Finance Specialists
Compliance Officers
Compliance Officers
📈
Operations Managers
You rely on accurate reporting metrics from signed agreements, but manual logging means your project boards always lag behind actual document completion — with this integration, every signed contract updates your board instantly and your metrics stay current.
Sales Team Leads
You need to act fast when contracts are finalized, but finding out about completed paperwork hours later delays onboarding — automating both apps means your team receives instant alerts and can kick off client work right away.
🤝
Account Managers
Your clients expect immediate progress updates while documents move through approval stages, but hunting down status reports manually wastes valuable hours — connecting these apps means your tracking board updates automatically and clients see real-time progress.
📊
Project Coordinators
The high volume of incoming agreements makes manual data entry impossible to keep up with, leading to missed details and delayed tasks — this integration means every document submission flows straight into your board without manual intervention.
🔄
Finance Specialists
You depend on upstream teams to hand over signed orders before billing can begin, but delayed handoffs stall your invoicing cycle — with this integration, completed agreements trigger your billing workflows the moment signatures are captured.
📁
Compliance Officers
Maintaining a reliable audit history is critical, but manual record-keeping always results in missing links between signed files and project tasks — automating both apps ensures every document event is logged accurately and consistently.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Monday.com + Zoho Sign

Build and manage your Monday.com + Zoho 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 + Zoho 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.
How Integrately Works?

How Integrately Works?

1
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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 Zoho Sign?
Frequently Asked Questions
You can connect Monday.com to Zoho Sign in just 1 click using ready templates on Integrately or by asking Integrately AI to build your automation workflow.
Can I automatically create Monday.com items when Zoho Sign documents are completed?
Frequently Asked Questions
Can I connect Monday.com, Zoho Sign, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Monday.com and Zoho Sign?
Frequently Asked Questions
How does Monday.com handle items during document completion?
Frequently Asked Questions
How are Zoho Sign document statuses tracked in automations?
Frequently Asked Questions
Do I need coding skills to automate Monday.com and Zoho Sign?
Frequently Asked Questions
Is the Monday.com and Zoho Sign integration free?
Frequently Asked Questions
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You Can Also Connect Monday.com or Zoho Sign With 1500+ Other Apps

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