Generate and send client contract from monday.com when new item meets criteria
Generate and send client contract from monday.com when new item meets criteria
Create client contracts in Formstack Documents when new items are added in monday.com. Filter entries to ensure only relevant projects generate documents, speeding up contract processing and improving client onboarding.
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Overview
Create client contracts in Formstack Documents when new items are added in monday.com. Filter entries to ensure only relevant projects generate documents, speeding up contract processing and improving client onboarding.