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monday.com + PandaDoc

Create PandaDoc documents for new monday.com board items

Easily convert new items in your monday.com boards into professional documents with this seamless workflow. When a new item is added to your monday.com board, a tailored document will be created in PandaDoc, streamlining your project management and saving you time. Enhance your efficiency by integrating these powerful tools with this handy automation.

Easily convert new items in your monday.com boards into professional documents with this seamless workflow. When a new item is added to your monday.com board, a tailored document will be created in PandaDoc, streamlining your project management and saving you time. Enhance your efficiency by integrating these powerful tools with this handy automation.

  1. When this happens...
    monday.commonday.com
    New Item in Board

    Triggers when an item is created in a specific board.

    TriggerInstant
  2. automatically do this!
    PandaDocPandaDoc
    Create Document

    Create a document from a template.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Board IDRequired

    Trigger
    Instant
    Try It
  • monday.com triggers, actions, and search

    New Board

    Triggers when a new board is created.

    Trigger
    Scheduled
    Try It
    • Board IDRequired

    • Column IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    • Column IDsRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Action
    Write
monday logo
monday logo

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
Learn moreHelp

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  • Project Management

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About PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.

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