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monday.com + PandaDoc

Create or update PandaDoc contacts with new updates in monday.com boards

Keep your contacts up-to-date across your monday.com and PandaDoc apps with this efficient workflow. Whenever a new board update happens in monday.com, a contact will be created or updated in PandaDoc. This ensures consistent and accurate information in both platforms, streamlining your communication and document-handling processes.

Keep your contacts up-to-date across your monday.com and PandaDoc apps with this efficient workflow. Whenever a new board update happens in monday.com, a contact will be created or updated in PandaDoc. This ensures consistent and accurate information in both platforms, streamlining your communication and document-handling processes.

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

    Triggers when a new update is posted on a board.

    TriggerInstant
  2. automatically do this!
    PandaDocPandaDoc
    Create or Update Contact

    Create a new contact or update an existing one.

    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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  • 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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