monday.com + PandaDoc
Move items to a group on monday.com and create or update contacts in PandaDoc
Optimize your workflow with this automation that springs into action whenever an item is shifted to a group within monday.com. It seamlessly creates or updates a contact in PandaDoc, saving you time and keeping your customer information consistent across different platforms. Stay organized and manage your contacts efficiently with this streamlined integration.
Optimize your workflow with this automation that springs into action whenever an item is shifted to a group within monday.com. It seamlessly creates or updates a contact in PandaDoc, saving you time and keeping your customer information consistent across different platforms. Stay organized and manage your contacts efficiently with this streamlined integration.
- When this happens...Item Moved to Group (Same or Different Board)
Triggers when an item is moved to a group (same or different board).
- automatically do this!Create or Update Contact
Create a new contact or update an existing one.
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