monday.com + PandaDoc
Update and create PandaDoc contacts when specific column values change in monday.com boards
Stay on top of your contacts management with this workflow. When a specific column value changes in your Monday.com board, it results in the creation or update of contact information in your PandaDoc app. You save time, reduce manual data entry, and ensure your contacts in PandaDoc are always up-to-date.
Stay on top of your contacts management with this workflow. When a specific column value changes in your Monday.com board, it results in the creation or update of contact information in your PandaDoc app. You save time, reduce manual data entry, and ensure your contacts in PandaDoc are always up-to-date.
- When this happens...Specific Column Value Changed in Board
Triggers when a specific column's value changes in the selected board.
- automatically do this!Create or Update Contact
Create a new contact or update an existing one.
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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.
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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.
