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monday.com + PandaDoc

Create monday.com updates when new PandaDoc documents are sent

Stay on top of your document management by instantly updating your records in monday.com whenever you send a document via PandaDoc. This workflow triggers when a document is sent through PandaDoc, streamlining your process by creating or updating your records in monday.com accordingly. Easily manage your documentation and track progress without any hassles or manual steps.

Stay on top of your document management by instantly updating your records in monday.com whenever you send a document via PandaDoc. This workflow triggers when a document is sent through PandaDoc, streamlining your process by creating or updating your records in monday.com accordingly. Easily manage your documentation and track progress without any hassles or manual steps.

  1. When this happens...
    PandaDocPandaDoc
    Document Sent

    Triggers when a document is sent.

    TriggerInstant
  2. automatically do this!
    monday.commonday.com
    Create Update

    Create a new update.

    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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