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monday.com + PandaDoc

Update columns in monday.com when new documents are sent in PandaDoc

Effortlessly update your monday.com boards when documents are sent through PandaDoc with this seamless workflow. Whenever you send a document in PandaDoc, this automation will change multiple columns' values in monday.com, keeping your project management up to date without any manual input. Stay organized and focused on delivering top-quality work while this integration takes care of synchronizing your documents and task tracking.

Effortlessly update your monday.com boards when documents are sent through PandaDoc with this seamless workflow. Whenever you send a document in PandaDoc, this automation will change multiple columns' values in monday.com, keeping your project management up to date without any manual input. Stay organized and focused on delivering top-quality work while this integration takes care of synchronizing your documents and task tracking.

  1. When this happens...
    PandaDocPandaDoc
    Document Sent

    Triggers when a document is sent.

    TriggerInstant
  2. automatically do this!
    monday.commonday.com
    Change Multiple Columns Value

    Change multiple column values of an item

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Source

    Trigger
    Instant
    Try It
    • Document IDRequired

    • Attachment NameRequired

    • AttachmentRequired

    Action
    Write
    • Document NameRequired

    • TemplateRequired

    • Send DocumentRequired

    • Message

    • Pricing Table Currency

    • Name

    • Description

    • Price

    • Quantity

    • Discount

    • Document Metadata

    Action
    Write
    • Source

    • Document Status

    Trigger
    Instant
    Try It
    • warning

    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write
    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Job Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    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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