PandaDoc + Box + monday.com Integrations

How to connect PandaDoc + Box + monday.com

Zapier lets you send info between PandaDoc, Box, and monday.com automatically—no code required.

When this happens...

automatically do this...

then do this!

Free 14-day trial

5,000+ supported apps

Do even more with PandaDoc + Box + monday.com

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with PandaDoc, Box, and monday.com. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

- Source
  By default, your zap will run for all documents. To apply this zap only to documents from a specific source, select a source from the list below.
Trigger
Instant
Try It
- Source
  By default, your zap will run for all documents. To apply this zap only to documents from a specific source, select a source from the list below.
Trigger
Instant
Try It
- Document IDRequired
- Attachment NameRequired
- AttachmentRequired
Action
Write
- Document NameRequired
- TemplateRequired
  Select a template to use.
- Send DocumentRequired
  Do you want to send the document to your recipient(s)?
- Message
  Message body for your email.
- Pricing Table Currency
  Select a currency for the pricing table.
- Name
  Name that will display in the pricing table.
- Description
  A brief description of the product.
- Price
- Quantity
- Discount
  The percent discount amount (0-100%) to be added per line item. If no value is added here, no discount will be made available.
- Document Metadata
  The metadata to include in the document. Specify "Key - Value" respectively in the fields.
Action
Write
- Api Docs Info
  API docs for PandaDoc are located here https://developers.pandadoc.com/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write

- Document IDRequired
Action
Search
New Comment
Triggered when someone comments on a file in a folder you own/collaborate on.
Trigger
Scheduled
Try It

- FolderRequired
  Check a specific folder for new files. Keep clicking to go inside folders. Please note: new files added to folders inside the folder you choose here will NOT trigger this Zap.
- Share
  Define how, if at all, to share files triggered by Zapier (this just makes a URL available for use in the action).
Trigger
Scheduled
Try It
Task Assigned to You
Triggered when you are assigned a task.
Trigger
Scheduled
Try It
- File IdRequired
  The ID of the file to add the comment to.
- MessageRequired
Action
Write
- Folder
  Keep clicking the drop down to drill down into your folders.
- Name of New FolderRequired
  Specify the name of this folder.
Action
Write
- FolderRequired
- Name of New FileRequired
  Specify the name of this file. "txt" will always be appended as the filetype.
- File ContentRequired
  Plain text content to put inside the new text file.
- Share this file?
  Define how, if at all, this file will be shared after creation (this just makes a URL available for use in another action).
Action
Write
- File NameRequired
- Folder
  Restrict the search to a folder. Will search subfolders.
- File Extensions
  Restrict the search to specific file types
Action
Search
- Board IDRequired
Trigger
Instant
Try It
New Board
Triggers when a new board is created.
Trigger
Scheduled
Try It
- Board IDRequired
Trigger
Instant
Try It
- Board IDRequired
Action
Write
- Item IDRequired
Action
Write
- Board IDRequired
- Item IDRequired
- Override empty fields
  If the checkbox is being enabled all empty columns will erased
Action
Write
- Board IDRequired
- Column TitleRequired
- Column TypeRequired
Action
Write
- Board IDRequired
- Group ID
- Item NameRequired
- Subitem Name
Action
Write
- Item IDRequired
- BodyRequired
  The update's text body.
Action
Write
- Item IDRequired
Action
Write
- Board IDRequired
  The board you wish to get column value from.
- Item IDRequired
- ColumnRequired
  The column you want to get the value of. If no column ID is specified, all column values will be returned.
- FileRequired
  Upload file here.
- File NameRequired
  The name of the file you would like to upload with the file extension
Action
Write
- Board IDRequired
  This is the Board ID where the Item you'd like to see column values of is located
Action
Search
- Board IDRequired
  The board you wish to get column value from.
- Item IDRequired
- ColumnRequired
  This is a required field. Please select a file column to retrieve data from.
Action
Search
- Board IDRequired
  This is the Board ID where the Item you'd like to see column values of is located
- Item IDRequired
  This is the specific item you'd like to see the column values of
Action
Search

- Source
  By default, your zap will run for all documents. To apply this zap only to documents from a specific source, select a source from the list below.
- Document Status
  Optionally trigger this zap only when the document status matches this value. If blank, any type of document status will trigger this zap.
Trigger
Instant
Try It
- Source
  By default, your zap will run for all documents. To apply this zap only to documents from a specific source, select a source from the list below.
Trigger
Instant
Try It
- warning
  If a contact already exists, it will not be updated.
- 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
- Name
- Status
- Template
  Search for a document created from a specific template.
- Form
  Search for a document created from a specific form.
Action
Search
- Document IDRequired
Action
Search
New Event
Triggered when a new event is performed (this is the activity stream).
Trigger
Scheduled
Try It
- Folder
  Keep clicking the drop down to drill down into your folders.
Trigger
Scheduled
Try It
- EmailRequired
  An email address to invite to collaborate on the folder.
- FolderRequired
- RoleRequired
Action
Write
- FolderRequired
- FileRequired
  Must be a file object from another service (or some text).
- Name
  Overwrites the natural file name from the trigger service.
- Share this file?
  Define how, if at all, this file will be shared after creation (this just makes a URL available for use in another action).
Action
Write
- File IdRequired
  The ID of an existing file in Box.
- New FolderRequired
- Action to Perform
  Defaults to copying the file. Note: While testing your Zap, we will always copy the file.
Action
Write
- File IdRequired
  The ID of the file to add the task to.
- Message
- Due At
- Assign To
  Can be the user id or email address of a Box user.
Action
Write
- Folder NameRequired
- Parent Folder
Action
Search
- Board IDRequired
Trigger
Instant
Try It
- Board IDRequired
- Column IDRequired
Trigger
Instant
Try It
New User
Triggers when a new user joins your monday.com account.
Trigger
Scheduled
Try It
- Board IDRequired
- Group IDRequired
Action
Write
- Board IDRequired
  The board you wish to update.
- Item IDRequired
  The item you wish to update.
- New Item Name ValueRequired
Action
Write
- Board NameRequired
- Board KindRequired
- Template Id
  You will see the template IDs in your template store when you activate developer mode. You can also use the Board ID of any board you saved as a template.
Action
Write
- Board IDRequired
- Group NameRequired
Action
Write
- Board IDRequired
- Item NameRequired
- Subitem NameRequired
Action
Write
- Board IDRequired
- Group IDRequired
Action
Write
- Board IDRequired
- Group IDRequired
- New Group Title
- Should add group to top?
Action
Write
- Board IDRequired
  The Board you want to search for a specific value.
- Column to search inRequired
  The column which contains the value you are looking for the retrieved items to have. For example: if you want to retrieve all the items that have the status “Done” in them, you should select that “status” column.
Action
Search
- Board IDRequired
  This is the Board ID where the Item you'd like to see column values of is located
- Item IDRequired
  This is the specific item you'd like to see the column values of
- Column
  This is an optional field. Leave this empty if you want to see the values of all columns, or specify an ID if you want to limit the data output. For example, date4.
Action
Search
- Board IDRequired
  This is the board you want to get the names of its groups
Action
Search
- Board IDRequired
  This is the board where you will want to use the user details
- User :Required
Action
Search

Top companies trust Zapier to automate work and free up time

Connect your apps and automate workflows

Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.

By signing up, you agree to Zapier's terms of service and privacy policy.

How PandaDoc + Box + monday.com Integrations Work

Step 1: Authenticate PandaDoc, Box, and monday.com.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect PandaDoc + Box + monday.com

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.

Learn more

Related categories

Documents

Similar apps

Formstack Documents

Documents

Quip

Documents

DocSend

Ads & Conversion

About Box

Box lets you keep all your businesses files in one place for simple online collaboration.

Learn more

Related categories

File Management & Storage

Similar apps

Dropbox

File Management & Storage

Google Drive

File Management & Storage, Google

OneDrive

File Management & Storage, Microsoft

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 more

Related categories

Project Management

Similar apps

Trello

Project Management

Asana

Project Management

Insightly

CRM (Customer Relationship Management)

Get started for free

You can't add more hours to the day. Zapier is the next best thing.

By signing up, you agree to Zapier's terms of service and privacy policy.

PandaDoc + Box + monday.com Integrations

How to connect PandaDoc + Box + monday.com

Do even more with PandaDoc + Box + monday.com

Document Completed

Source

Document Paid

Source

Create Attachment

Document IDRequired

Attachment NameRequired

AttachmentRequired

Create Document

Document NameRequired

TemplateRequired

Send DocumentRequired

Message

Pricing Table Currency

Name

Description

Price

Quantity

Discount

Document Metadata

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Get Document Attachments

Document IDRequired

New Comment

New File

FolderRequired

Share

Task Assigned to You

Add Comment to File

File IdRequired

MessageRequired

Create Folder

Folder

Name of New FolderRequired

Create Text File

FolderRequired

Name of New FileRequired

File ContentRequired

Share this file?

Find a File

File NameRequired

Folder

File Extensions

Any Column Value Changed in Board

Board IDRequired

New Board

New Update in Board

Board IDRequired

Archive Board

Board IDRequired

Archive Item

Item IDRequired

Change Multiple Columns Value

Board IDRequired

Item IDRequired

Override empty fields

Create Column

Board IDRequired

Column TitleRequired

Column TypeRequired

Create Item

Board IDRequired

Group ID

Item NameRequired

Subitem Name

Create Update

Item IDRequired

BodyRequired

Delete Item

Item IDRequired