Upload new PandaDoc documents to a specific column in monday.com when sent
Initiate a swift and seamless workflow that activates when a document is sent from your PandaDoc account. This automation then promptly uploads that file to the specific column you've chosen in your monday.com board. Not only does this save precious time, but it also ensures no critical document gets lost in the transition, aiding in the overall efficiency of your project management.
Initiate a swift and seamless workflow that activates when a document is sent from your PandaDoc account. This automation then promptly uploads that file to the specific column you've chosen in your monday.com board. Not only does this save precious time, but it also ensures no critical document gets lost in the transition, aiding in the overall efficiency of your project management.
- When this happens...Document Sent
Triggers when a document is sent.
- automatically do this!Upload File to Specific Column
Upload File To Specific Column
- Free forever for core features
- 14 day trial for premium features & apps