1.Detect board item selection change
Integrate monday.com to detect when a consultant row is marked as selected and launch the agreement flow.
Create and send consultant agreement from selected board item
Automatically monitor consultant selection changes across monday.com, Gmail, PandaDoc, and Zapier Tables. Create and update when consultant row selected, onboarding email link opened, or document status returnedβso you can send intros, deliver signature agreements, and log tracking records without manual follow-up.
How this automation accelerates consultant agreement turnaround
When a monday.com board item selection changes, agreements can stall while legal teams chase signatures and update records manually. This automation monitors board selections, sends templated eSignature documents, and creates tracking recordsβso your team can confirm status without manual follow-up.
monday.comor swap with your favorite app
2.Send onboarding email to consultant
Integrate Gmail to send an intro email with the onboarding message and a link to the incoming contract.
Gmailor swap with your favorite app
3.Create and send document for signature
Integrate PandaDoc to create and send an agreement from a template with send enabled for signature delivery.
PandaDocor swap with your favorite app
4.Create record in tracking table
Integrate Zapier Tables to create a tracking record and store the document ID, status, and date returned.
Zapier Tablesor swap with your favorite app
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