monday.com + PandaDoc + SharpSpring Integrations

How to connect monday.com + PandaDoc + SharpSpring

Zapier lets you send info between monday.com and PandaDoc and SharpSpring automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

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With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with monday.com, PandaDoc, and SharpSpring. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

- Board IDRequired
Trigger
Instant
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New Board
Triggers when a new board is created.
Trigger
Scheduled
Try It
- Board IDRequired
- Column IDsRequired
Trigger
Instant
Try It
- Board IDRequired
Trigger
Instant
Try It
- Board IDRequired
Action
Write

- Item IDRequired
Action
Write
- Board IDRequired
- Item IDRequired
- Override empty fields
Action
Write

- Board IDRequired
- Column TitleRequired
- Column TypeRequired
Action
Write
- Board IDRequired
- Group ID
- Item NameRequired
- Subitem Name
Action
Write
- Item IDRequired
- BodyRequired
Action
Write
- Item IDRequired
Action
Write
- Board IDRequired
- Item IDRequired
- Subitem IDRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Board IDRequired
- User :Required
Action
Search
- Board IDRequired
- Item IDRequired
- Column
Action
Search
- Board IDRequired
Action
Search
- Board IDRequired
- User :Required
Action
Search
- Source
- Document Status
Trigger
Instant
Try It
- Source
Trigger
Instant
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- warning
- EmailRequired
- First name
- Last name
- Company
- Phone
- Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- EmailRequired
- First name
- Last name
- Company
- Phone
- Job Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Name
- Status
- Template
- Form
Action
Search
- Document IDRequired
Action
Search
New Email Open Event
When a lead opens an email in SharpSpring.
Trigger
Scheduled
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New Lead
When a lead has been created in sharpspring.
Trigger
Scheduled
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New Page Visit Event
When a lead visits a new page in SharpSpring.
Trigger
Scheduled
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- Campaign NameRequired
- Campaign Type
- Campaign Alias
- Campaign Origin
- Quantity
- Price
- Goal
- Other Costs
Action
Write
- Opportunity NameRequired
- Associate a Primary LeadRequired
- Associate With an AccountRequired
- Opportunity StatusRequired
- Opportunity OwnerRequired
- Deal StageRequired
- Close DateRequired
- Opportunity AmountRequired
Action
Write

- Board IDRequired
Trigger
Instant
Try It
- Board IDRequired
Trigger
Instant
Try It
- Board IDRequired
- Column IDRequired
Trigger
Instant
Try It
New User
Triggers when a new user joins your monday.com account.
Trigger
Scheduled
Try It
- Board IDRequired
- Group IDRequired
Action
Write
- Board IDRequired
- Item IDRequired
- New Item Name ValueRequired
Action
Write
- Board NameRequired
- Board KindRequired
- Template Id
- Workspace Id
Action
Write
- Board IDRequired
- Group NameRequired
Action
Write
- Board IDRequired
- Item NameRequired
- Subitem NameRequired
Action
Write
- Board IDRequired
- Group IDRequired
Action
Write
- Board IDRequired
- Group IDRequired
- New Group Title
- Should add group to top?
Action
Write
- Board IDRequired
- Item IDRequired
- ColumnRequired
- FileRequired
- File NameRequired
Action
Write
- Board IDRequired
- Column to search inRequired
Action
Search
- Board IDRequired
Action
Search
- Board IDRequired
- Item IDRequired
- ColumnRequired
Action
Search
- Board IDRequired
- Item IDRequired
Action
Search
- Source
Trigger
Instant
Try It
- Source
Trigger
Instant
Try It
- Document IDRequired
- Attachment NameRequired
- AttachmentRequired
Action
Write
- Document NameRequired
- TemplateRequired
- Send DocumentRequired
- Message
- Pricing Table Currency
- Name
- Description
- Price
- Quantity
- Discount
- Document Metadata
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Document IDRequired
Action
Search
New Account
A new Account is created in SharpSpring.
Trigger
Scheduled
Try It
New Form Fillout Event
When a lead fills out a form in SharpSpring.
Trigger
Scheduled
Try It
New Opportunity
A new Opportunity is created in SharpSpring.
Trigger
Scheduled
Try It
- Account Owner
- Account NameRequired
- Industry
- Phone
- Number of Employees
- Website
- Address
- City
- State
- Country
Action
Write
- Email AddressRequired
- First Name
- Last Name
- Company Name
- Lead Status
- Lead Owner
- Title
- Street
- City
- Country
- State
- Zip Code
- Website
- Phone Number
- Mobile Phone
- Description
- Industry
- Is Unsubscribed
- Tracking ID
Action
Write

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How monday.com + PandaDoc + SharpSpring Integrations Work

Step 1: Authenticate monday.com, PandaDoc, and SharpSpring.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect monday.com + PandaDoc + SharpSpring

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

Help

Related categories

Project Management

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About PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.

Learn more Help

Related categories

Documents

Similar apps

About SharpSpring

Powerful, affordable marketing tools for marketing agencies and SMBs. Features include email automation, lead capture, and a built in CRM system.

Learn more

Related categories

Marketing Automation

monday.com + PandaDoc + SharpSpring Integrations

How to connect monday.com + PandaDoc + SharpSpring

Do even more with monday.com + PandaDoc + SharpSpring

Any Column Value Changed in Board

New Board

Specific Columns Values Changed in Board

New Update in Board

Archive Board

Archive Item

Update Item

Create Column

Create Item

Create Update

Delete Item

Update Subitem

API Request (Beta)

Find User by Name

Get Column Values

Get Group Details

Get User Details

Document Status Changed

Document Sent

Create Contact [Deprecated]

Create or Update Contact

Find Document

Get Document by ID

New Email Open Event

New Lead

New Page Visit Event

Create Campaign

Create/Update Opportunity

New Item in Board

New Subitem on Board

Specific Column Value Changed in Board

New User

Archive Group

Update Item Name

Create Board

Create Group

Create Subitem

Delete Group

Group Position

Upload File to Specific Column

Get Item by Column Value

Get Board Values

Get File Column Values

Get Subitem Values

Document Completed

Document Paid

Create Attachment

Create Document

API Request (Beta)

Get Document Attachments

New Account

New Form Fillout Event

New Opportunity

Create Account

Create/Update Lead

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About monday.com

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