monday.com + PandaDoc

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.

  1. When this happens...
    PandaDocPandaDoc
    Document Sent

    Triggers when a document is sent.

    TriggerInstant
  2. automatically do this!
    monday.commonday.com
    Upload File to Specific Column

    Upload File To Specific Column

    ActionWrite
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Supported triggers and actions

    • Source

    • Document Status

    Trigger
    Instant
    Try It
    • warning

    • 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
monday logo
monday logo

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

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  • Project Management

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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

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  • Documents

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