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Integrate PandaDoc with monday.com

Appy Pie Connect allows you to automate multiple workflows between PandaDoc and monday.com

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About PandaDoc

PandaDoc is an American software company providing SaaS software. The platform provides sales processes software

About monday.com

Monday.com legally Monday.com Ltd., is a Cloud-based platform that allows companies to create their own applications and work management software.

monday.com Integrations

Best PandaDoc and monday.com Integrations

  • PandaDoc Integration Gmail Integration

    PandaDoc + Gmail

    Create Draft from Gmail from Document Status Changed to PandaDoc Read More...
    Close
    When this happens...
    PandaDoc Integration Document Status Changed
     
    Then do this...
    Gmail Integration Create Draft
  • PandaDoc Integration Gmail Integration

    PandaDoc + Gmail

    Send Email in Gmail when Document Status Changed is added to PandaDoc Read More...
    Close
    When this happens...
    PandaDoc Integration Document Status Changed
     
    Then do this...
    Gmail Integration Send Email
  • PandaDoc Integration Gmail Integration

    PandaDoc + Gmail

    Create Label from Gmail from Document Status Changed to PandaDoc Read More...
    Close
    When this happens...
    PandaDoc Integration Document Status Changed
     
    Then do this...
    Gmail Integration Create Label
  • PandaDoc Integration Google Sheets Integration

    PandaDoc + Google Sheets

    Create Spreadsheet Row from Google Sheets from Document Status Changed to PandaDoc Read More...
    Close
    When this happens...
    PandaDoc Integration Document Status Changed
     
    Then do this...
    Google Sheets Integration Create Spreadsheet Row
  • PandaDoc Integration Google Sheets Integration

    PandaDoc + Google Sheets

    Update Spreadsheet Row in Google Sheets when Document Status Changed is added to PandaDoc Read More...
    Close
    When this happens...
    PandaDoc Integration Document Status Changed
     
    Then do this...
    Google Sheets Integration Update Spreadsheet Row
  • PandaDoc Integration {{item.actionAppName}} Integration

    PandaDoc + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect PandaDoc + monday.com in easier way

It's easy to connect PandaDoc + monday.com without coding knowledge. Start creating your own business flow.

    Triggers
  • Document Completed

    Triggers when a document is completed.

  • Document Paid

    Triggers when a document is paid.

  • Document Sent

    Triggers when a document is sent.

  • Document Status Changed

    Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.

  • Column Value Changed in Board

    Triggers when a column value change in a specified Column.

  • New Board

    Triggers when a new board is created.

  • New Item in Board

    Triggers when a new item is created in board.

  • New Update in Board

    Triggers when a new update is posted on a board.

  • New User

    Triggers when a new user is created.

  • Specific Column Value Changed in Board

    Triggers when a specific column value changes in board.

    Actions
  • Create Document

    Creates a document from a templates.

  • Archive Board

    Archives a board.

  • Archive Item

    Archive an item.

  • Change Multiple Columns Value

    Change multiple columns value of an item.

  • Create Board

    Creates a board.

  • Create Column

    Create a new column in board.

  • Create Group

    Create a new group in board.

  • Create Item

    Create a new item in board.

  • Create Update

    Create a new update.

  • Delete Group

    Delete a specific group from a board.

  • Delete Item

    Delete an item from the board.

  • Upload File to Specific Column

    Upload File to Specific Column

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How PandaDoc & monday.com Integrations Work

  1. Step 1: Choose PandaDoc as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick monday.com as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from PandaDoc to monday.com.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.