1.Monitors updated contract status
Integrate monday.com and board columns to detect status updates on contract rows to trigger agreement archival logic.
Archive cancelled contract records to agreements tracking board
Automatically detect contract rows with updated status across monday.com boards. Create aligned agreement archives by filtering cancelled states or finding mirrored items then updating targetsβso you keep billing and reporting records current without manual document chasing.
How this automation archives cancelled agreement records
When contract rows are cancelled but agreements stay unarchived, reporting and billing can drift. This automation filters cancelled items, finds the mirrored agreement in monday.com, and updates the target status to archivedβso your records stay aligned.
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2.Filters for cancelled status
Integrate Filter by Zapier and workflow rules to continue only when the trigger status matches the cancelled state to limit mismatches.
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3.Finds mirrored agreement item
Integrate monday.com and data lookup fields to match mirror references and locate the corresponding agreement item to update the right record.
4.Updates agreement to archived
Integrate monday.com and board updates to set target status to archived, map fields, and add a cancellation note to align records.
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