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monday.com + PandaDoc

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.

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.

  1. When this happens...
    monday.commonday.com
    Specific Column Value Changed in Board

    Triggers when a specific column's value changes in the selected 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
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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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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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