monday.com + PandaDoc
Update files in monday.com when document status changes in PandaDoc
Stay organized and efficient with this workflow. When document status changes in PandaDoc, this automation immediately uploads the respective file to a specific column in your monday.com board. It's a simple yet effective solution to save time, reduce manual data entry and improve workflow management in your team's document approval process. Easily track and manage all your documents from PandaDoc straight in monday.com with this automation.
Stay organized and efficient with this workflow. When document status changes in PandaDoc, this automation immediately uploads the respective file to a specific column in your monday.com board. It's a simple yet effective solution to save time, reduce manual data entry and improve workflow management in your team's document approval process. Easily track and manage all your documents from PandaDoc straight in monday.com with this automation.
- When this happens...Document Status Changed
Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.
- automatically do this!Upload File to Specific Column
Upload File To Specific Column
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