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monday.com + PandaDoc

Upload completed PandaDoc documents to a specific column in monday.com files

Optimize your workflow with the PandaDoc and monday.com integration. As soon as a document is completed in PandaDoc, this workflow springs into action, uploading the file to a specified column in your monday.com board. No more manual file transfers or searching for important documents; everything is neatly organized for maximum efficiency and productivity. Simplify your document management processes with this seamless automation.

Optimize your workflow with the PandaDoc and monday.com integration. As soon as a document is completed in PandaDoc, this workflow springs into action, uploading the file to a specified column in your monday.com board. No more manual file transfers or searching for important documents; everything is neatly organized for maximum efficiency and productivity. Simplify your document management processes with this seamless automation.

  1. When this happens...
    PandaDocPandaDoc
    Document Completed

    Triggers when a document is completed.

    TriggerInstant
  2. automatically do this!
    monday.commonday.com
    Upload File to Specific Column

    Upload File To Specific Column

    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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