Create new boards in monday.com when documents are sent in PandaDoc
Stay organized and efficient with this workflow. Whenever a document is sent through PandaDoc, it prompts the creation of a new board on monday.com. This automation streamlines your process, ensuring you never lose track of vital documents and key updates. Perfect for businesses seeking to enhance their document management and project tracking capabilities.
Stay organized and efficient with this workflow. Whenever a document is sent through PandaDoc, it prompts the creation of a new board on monday.com. This automation streamlines your process, ensuring you never lose track of vital documents and key updates. Perfect for businesses seeking to enhance their document management and project tracking capabilities.
- When this happens...Document Sent
Triggers when a document is sent.
- automatically do this!Create Board
Creates a new board
- Free forever for core features
- 14 day trial for premium features & apps