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.

Generate and send client contract from monday.com when new item meets criteria

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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.

Generate and send client contract from monday.com when new item meets criteria