1.Detect completed or signed document
Integrate PandaDoc and eSignature workflows to detect completed or signed documents and to centralize signed contract identifiers.
Update schedule board item when contract is signed
Automatically monitor document completed and signed events across PandaDoc and monday.com. Get scheduled board updates when document completed, signing status updates, or job references matchβso you can set approved dates, attach signed PDFs, and keep coordinators moving without manual status updates.
How this automation keeps schedules aligned
When a document is completed or signed, delays can stall coordination and impact timelines. This automation retrieves the signed PDF, locates the linked monday.com item, and updates status and dates with the uploadβso your team can act without chasing files.
PandaDocor swap with your favorite app
2.Wait 10 minutes before re-check
Integrate Delay by Zapier and automation timing tools to wait 10 minutes to ensure the finalized signed PDF before re-checking.
Delay by Zapieror swap with your favorite app
3.Fetch final document by ID
Integrate PandaDoc and document retrieval tools to get the final PDF and timestamps and to map the signed file forward.
4.Locate linked board item
Integrate Code by Zapier and board mapping scripts to locate the related monday.com item and to return the linked item ID.
Code by Zapieror swap with your favorite app
5.Update item and upload signed PDF
Integrate monday.com and file attachments to update status and date fields and to upload the signed PDF.
monday.comor swap with your favorite app
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Add MSA status and form link to project item
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Explore all contract lifecycle management automations
Accelerate contract workflows with automated intake routing, approval tracking, and renewal alerts
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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