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PandaDoc + monday.com Integrations

Syncing PandaDoc with monday.com is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

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
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.

  • New Item

    Triggers when a new item is created on all boards.

    Actions
  • Create Document

    Creates a document from a templates.

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.