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.
🌟If you are new to Make, here is a magic link to get 1 Month Pro plan free (10,000 operations):
https://www.make.com/en/register?pc=msquare
If you need any implementation support kindly contact us
MSquare Support
Visit us here
Youtube Channel