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Scenario: When there is a status change in the Monday board, generate a document in PandaDoc accordingly.


Trigger Event:

🔄 Trigger: Activates when there’s a status change in our Monday Board.

Retrieve Details from Monday:

📊 Module Used: Monday’s “Get Item” module.

🖇️ Purpose: Fetch detailed information about items on the board.

🗺️ Configuration: Map the fields needed (e.g., task name, due date, assignees).

Document Creation in PandaDoc:

📄 Module Used: PandaDoc’s “Create Document” module.

🎯 Purpose: Dynamically generate documents based on Monday board changes (specifically status changes).

🗺️ Configuration: Map Monday board details to relevant fields in PandaDoc.


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