The ideal candidate will build a form within Monday.com to capture client responses. This data will be sent to PandaDoc to generate an agreement, which will then be sent to the client for signature. Upon completion, a notification should be received, and a new board on Monday.com should be created with the client’s information, initiating a new project.
If you have experience with Monday.com and PandaDoc integrations, we would love to hear from you.
Posted On: June 25, 2024 11:14 UTC
Category: Scripting & Automation
Skills:Make.com, Automation, Business Process Automation, PandaDoc
Country: Germany
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