Step 1: Form Submission and Status Update
Trigger: Upon submission of a monday.com Form, the status changes to "Send a Document," signaling the need for document creation.
Action: A webhook sends form data to Make to initiate document creation.
Step 2: Data Processing and Product Selection
Action: Make retrieves products/services with prices and quantities from the data store.
Action: Submitted data is analyzed to identify selected products/services.
Action: Selected items are marked as "true" for inclusion in the document.
Action: Compile selected items into an array for integration with PandaDoc.
Step 3: Document Creation with PandaDoc
Action: Using the array, generate a document from a predefined template in PandaDoc.
Action: Populate form fields (e.g., customer's name, email) dynamically into the document.
Interaction: Send completed document to recipients via PandaDoc.
Action: Update Monday.com status to "Send" upon successful creation. Store PandaDoc's Document ID in Monday.com.
Step 4: Document Status Tracking
Trigger: Changes in the document's status within PandaDoc.
Action: Monitor status changes and reflect updates in Monday.com.
Action: Update Monday.com based on document status (e.g., "Viewed," "Partial Sign").
Initiate Your Automation Journey:
Explore Make with 10,000 free operations.
Explore Pandadoc : Explore Pandadoc
Explore mondaydotcom : Explore mondaydotcom
This automation ensures precise document creation, transparency in customer interactions, and real-time tracking for efficient workflow management between PandaDoc and Monday.com. 🌟
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