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monday.com + PandaDoc

Create new boards in monday.com when documents get paid in PandaDoc

Effortlessly manage your workflow after a document is paid in PandaDoc by immediately creating a new board in monday.com. This swift automation streamlines your processes, eliminating the need to manually update your project management system once a document is settled. Enjoy an organized and efficient way to handle financial transitions and keep your team updated.

Effortlessly manage your workflow after a document is paid in PandaDoc by immediately creating a new board in monday.com. This swift automation streamlines your processes, eliminating the need to manually update your project management system once a document is settled. Enjoy an organized and efficient way to handle financial transitions and keep your team updated.

  1. When this happens...
    PandaDocPandaDoc
    Document Paid

    Triggers when a document is paid.

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

    Creates a new board

    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

Related categories

  • 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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