monday.com + PandaDoc

Update items in monday.com when new paid documents arrive in PandaDoc

Ensure seamless project management with this automated workflow. When a document payment process is completed in PandaDoc, it initiates an update in your monday.com items. It's a simple solution to keep your monday.com up to date in real-time with your PandaDoc payment statuses. Boost your efficiency and streamline your work processes with this feature.

Ensure seamless project management with this automated workflow. When a document payment process is completed in PandaDoc, it initiates an update in your monday.com items. It's a simple solution to keep your monday.com up to date in real-time with your PandaDoc payment statuses. Boost your efficiency and streamline your work processes with this feature.

  1. When this happens...
    PandaDocPandaDoc
    Document Paid

    Triggers when a document is paid.

    TriggerInstant
  2. automatically do this!
    monday.commonday.com
    Update Item

    Change multiple column values of an item

    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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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

Related categories

  • Documents

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