About Zapier Community
New to our Community? Get to know more about our space and how to make the most of your time here.

Code of Conduct Community FAQ's Zapier Common Questions What to Expect

Get Started With Zapier
New to Zapier? We have got you covered with our Zapier 101 Resources.

Zapier Essentials

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Zapier Products
Learn more about Zapier's new products.

Zapier Tables Zapier Interfaces

Zapier Reading
All of our best learning resources can be found here.

Featured Articles Show & Tell AI Hub Zapier Tools Hub

Learning Groups
Excited to meet other builders? Check out our interest areas full of doers, dreamers, and in-betweeners.

User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

  • Home
  • Get Help
  • How Do I
  • How do I connect PandaDoc status updates to specific Monday.com items using Zapier?
Question

How do I connect PandaDoc status updates to specific Monday.com items using Zapier?

  • 29 November 2023
  • 14 replies
  • 62 views
S
Userlevel 1

I currently setup 2 zaps. My overall goal or what I’m trying to accomplish is this. Change a status in monday.com to trigger a document to be sent via pandadoc. Then as the status of that pandadoc changes (from viewed to signed etc) I want that status to reflect on a column in Monday.com

 

1st Zap creates a PandaDoc document using a template when a status changes to “Send” in Monday.com

 

2nd Zap watches PandaDoc for updates and then updates the status column in Monday.com

 

The 1st zap seems to be working fine. The problem I have is that I don’t know how to get the 2nd zap to map to the correct item. Am I supposed to be feeding an ID in zap 1 so that I can use it as the Item ID in the 2nd zap? Am I supposed to use a filter?

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

14 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @sgharibian 

Good question.

Use the PandaDoc Document Metadata fields to set the Monday Item ID.

Then you can use that ID to update the Monday Item Status.

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
S
Userlevel 1

Hi Troy,

 

Super helpful. I think I am 1 step closer to accomplishing my goal. 

 

On my first zap, I added the document metadata mapped to Item ID from monday.

 

I am having an issue testing my 2nd zap now that I have it maped to the metadata. The issue is that the status column in monday.com is not changing. It appears like it added the status as an option in the labbel but its not actually changing the label. In the action portion for signature status, am I supposed to select a status under “Signature Status” or Custom > Status?

 

 

 

 

Troy Tessalone
Userlevel 7
Badge +14

@sgharibian 

Can you show how your Monday Zap step is configured in the EDIT mode?

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
S
Userlevel 1

 

 

 

Troy Tessalone
Userlevel 7
Badge +14

@sgharibian 

Can you show a screenshot of the dropdown options for the field?

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
S
Userlevel 1

 

S
Userlevel 1

I’m wondering if it needs to be formatted?

Troy Tessalone
Userlevel 7
Badge +14

@sgharibian 

Make sure to refresh Monday after testing so you are viewing fresh data.

 

The expected value is the bottom value for an option, which matches what you have mapped.

 

 

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
S
Userlevel 1

I did refresh multiple times. The status is still reading Viewed in monday.com. It created the label Completed but did not change the label for some reason.

Troy Tessalone
Userlevel 7
Badge +14

@sgharibian 

Check the change history for the Item in Monday, perhaps there is a Monday Automation configured that is overwriting the change from the Zap.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Troy Tessalone
Userlevel 7
Badge +14

@sgharibian 

And make sure you are viewing the correct Monday Item ID.

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Troy Tessalone
Userlevel 7
Badge +14

@sgharibian 

I tried testing with Monday and it worked for me.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
S
Userlevel 1

Hi Troy,

 

I just published both zaps and ran through a test cycle and it seems to be working flawlessly. I appreciate all your help and how quick you are to respond. 

ken.a
Userlevel 7
Badge +6

That’s awesome news @sgharibian! Big thanks to Troy for lending a hand here.

If you have any other questions, please don’t hesitate to reach out to the Community. We’re always happy to help! 🤗

Terms & Conditions