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.
- When this happens...Document Paid
Triggers when a document is paid.
- automatically do this!Create Board
Creates a new board
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