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How do I create a PandaDoc from monday.com for all PandaDoc account holders?

  • June 5, 2024
  • 1 reply
  • 18 views

This post has been edited by a moderator to remove personal information. Please remember that this is a public forum and to remove any sensitive information prior to posting.

I have an integration which creates a PandaDoc from Monday.com status column change. However when other users click the status the PandaDoc is created in my account. How do I set the below Zap for multiple accounts? 

DO I need to add a new Zap for every account, or is there a way to make it specific to the user who created it?

 

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1 reply

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • June 5, 2024

This post has been edited by a moderator to remove personal information. Please remember that this is a public forum and to remove any sensitive information prior to posting.

Hi @LandproJT 

The PandaDoc Zap step will use the connected app account.

If you need to use other PandaDoc accounts, then you may have to connect those other PandaDoc accounts to Zapier: https://zapier.com/app/connections

Plus, configure logic using Paths: https://help.zapier.com/hc/en-us/articles/8496288555917