Monday.com Docusign Automated Invoices
Sparsh Gupta
Tools Used: Monday.com, DocuSign, Gmail, Zapier
🛠️ Overview:
The client needed an automated solution to streamline their document approval and tracking process. I implemented a custom workflow that connected DocuSign with Monday.com and Gmail using Zapier, improving visibility, speed, and reducing manual follow-ups.
⚙️ What I Delivered:
Automated task updates in Monday.com when documents were signed via DocuSign
Instant Gmail notifications triggered on key DocuSign events (e.g., signed, declined)
Logical mapping of status updates between tools to keep stakeholders informed
Delivered a clean and reliable integration within the agreed timeline
📊 Results:
Reduced document follow-up time.
Faster approval cycles, with stakeholders notified instantly instead of waiting for manual updates
Full visibility into document status directly inside Monday.com
Eliminated missed or forgotten approvals caused by manual tracking
Improved team coordination across departments without adding extra tools
✨ Outcome:
The client now operates an automated document approval system that improves speed, accountability, and transparency. By removing manual follow-ups and status checks, the team can focus on higher-priority work while maintaining complete visibility over every document in the pipeline.
💬 Client Testimonial:
"I had a good experience working with Sparsh on our project. He demonstrated skills in Zapier and delivered within the timeline. Sparsh was professional, communicative, and always responsive to any questions or feedback."
Like this project
Posted May 5, 2025
Automated document approval and tracking using DocuSign, Monday.com, Gmail, and Zapier.
Likes
0
Views
8
