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monday.com + PandaDoc

Update and manage PandaDoc contacts when column values change in monday.com board

Ensure all your contacts are up-to-date with this efficient workflow. Whenever there's a change in any column value on your monday.com board, it immediately updates or creates a corresponding contact in PandaDoc. This automation ensures your business documents always stay current with the latest contact information, saving you the hassle of manual data entry.

Ensure all your contacts are up-to-date with this efficient workflow. Whenever there's a change in any column value on your monday.com board, it immediately updates or creates a corresponding contact in PandaDoc. This automation ensures your business documents always stay current with the latest contact information, saving you the hassle of manual data entry.

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

    Triggers when any column's value is changed in the selected 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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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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