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Investment Memorandum upload

“Anytime a document completed is created in PandaDoc, get item by column value in monday.com, upload file to specific column in monday.com, etc.”

Glenn Boltoncreated by Glenn Bolton
How Zapier works (57 sec)
How Zapier works (57 sec)
Try this Zap FREE for 14 days

Trusted at companies large and small

This Zap works in 4 steps …

  • Step 1 - Trigger

    Anytime a document completed is created in PandaDoc

  • Step 2 - Action

    Get item by column value in Your App

  • Step 3 - Action

    Upload file to specific column in Your App

  • Step 4 - Action

    Change multiple columns value in Your App

    • 2 minutes to set up
    • Get back 1.2 hrs /week
    • 3 people use this zap

    This Zap uses the following 2 apps

    • PandaDoc logo
    • monday.com logo

    PandaDoc + monday.com

    Check out all the other ways you can connect PandaDoc and monday.com.
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