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monday.com + PandaDoc

monday.com + PandaDoc integrations

Create PandaDoc documents when specific column values change in monday.com boards

Instantly generate custom documents when a specific column value changes in your monday.com board with this workflow. Set up this automation, and whenever a specified column value is updated within monday.com, it will create a new document in PandaDoc. Streamline your document creation process and save time, allowing you to focus on essential tasks.

When this happens...
Specific Column Value Changed in BoardTriggers when a specific column's value changes in the selected board.
TriggerInstant
automatically do this!
Create DocumentCreate a document from a template.
ActionWrite

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More things you can do with monday.com and PandaDoc

Discover other triggers and actions you can use with monday.com and PandaDoc

- Formula_columns_notice
- Board ID
  Required
Trigger
Instant
Try It
- Formula_columns_notice
- Board ID
  Required
- Group Names to trigger on
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Instant
Try It
- Formula_columns_notice
- Board ID
  Required
- Column ID
  Required
Trigger
Instant
Try It
- Formula_columns_notice
- Board ID
  Required
Trigger
Instant
Try It

- Formula_columns_notice
- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
Action
Write

- Item ID
  Required
Action
Write
- Formula_columns_notice
- Board ID
  Required
- Item ID
  Required
- Override empty fields
Action
Write
- Board ID
  Required
- Column Title
  Required
- Column Type
  Required
Action
Write
- Board ID
  Required
- Group ID
- Item Name
  Required
- Subitem Name
Action
Write
- Item ID
  Required
- Body
  Required
- Parent Update ID
- User Mentions
- Team Mentions
- Include team mentions in body
- Board Mentions
- Project Mentions
Action
Write
- Item ID
  Required
Action
Write
- Board
  Required
- Item
  Required
- Include Updates?
Action
Write
- Formula_columns_notice
- Board ID
  Required
- Item ID
  Required
- Subitem ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Formula_columns_notice
- Board
- Item
  Required
Action
Search
- Formula_columns_notice
- Board ID
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column
  Required
Action
Search
- Board ID
  Required
Action
Search
- Source
Trigger
Instant
Try It
- Source
Trigger
Instant
Try It
- Document ID
  Required
- Attachment Name
  Required
- Attachment
  Required
Action
Write
- Document Name
  Required
- Template
  Required
- Send Document
  Required
- Message
- Pricing Table Currency
- Name
- Description
- Price
- Quantity
- Discount
- Document Metadata
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Document ID
  Required
Action
Search

- Formula_columns_notice
- Item_created_in_board_copy
- Board ID
  Required
Trigger
Instant
Try It
New Board
Triggers when a new board is created.
Trigger
Polling
Try It
- Formula_columns_notice
- Board ID
  Required
- Column IDs
  Required
Trigger
Instant
Try It
- Formula_columns_notice
- Board ID
  Required
- Column ID
  Required
Trigger
Instant
Try It
- Formula_columns_notice
- Board ID
  Required
Trigger
Instant
Try It
New User
Triggers when a new user joins your monday.com account.
Trigger
Polling
Try It
- Board ID
  Required
- Group ID
  Required
Action
Write
- Formula_columns_notice
- Board ID
  Required
- Item ID
  Required
- New Item Name Value
  Required
Action
Write
- Board Name
  Required
- Board Kind
  Required
- Template Id
- Workspace Id
Action
Write
- Board ID
  Required
- Group Name
  Required
Action
Write
- Formula_columns_notice
- Board ID
  Required
- Item Name
  Required
- Subitem Name
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
- New Group Title
- Should add group to top?
Action
Write
- Formula_columns_notice
- Board
  Required
- Item
  Required
- Group
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- Column
  Required
- File
  Required
- File Name
  Required
Action
Write
- Formula_columns_notice
- Find_items_limit_notice
- Board
  Required
- Column to Search
  Required
- Include Subitems?
- Include Updates?
Action
Search
- Board ID
  Required
- User :
  Required
Action
Search
- Formula_columns_notice
- Board ID
  Required
- Item ID
  Required
- Column
Action
Search
- Board
  Required
- Group
  Required
Action
Search
- Board ID
  Required
- User :
  Required
Action
Search
- Source
- Document Status
Trigger
Instant
Try It
- Source
Trigger
Instant
Try It
- warning
- Email
  Required
- First name
- Last name
- Company
- Phone
- Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Email
  Required
- First name
- Last name
- Company
- Phone
- Job Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Name
- Status
- Template
- Form
Action
Search
- Document ID
  Required
Action
Search

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.

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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.

Learn moreLearn moreHelpHelp

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Related Zap Templates

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