Question

monday.com and PandaDoc - Multiple elements into one PandaDoc

  • 6 April 2023
  • 1 reply
  • 25 views

Userlevel 1

I’m currently trying to workout how to add multiple elements to a single PandaDoc document using zapier.

 

As of now, I have created a trigger for when an item is updated, it creates a new PandaDoc file using a template, this part work fine.

The problem is that I need to be able to add mulitple elements into the same PandaDoc docuement, if I try and select multiple elements in monday and then trigger the creations, instead of creating one document with all the elements in creates a seperate document for each.

Is there such a way I could get this to work ?

Thank all !


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1 reply

Userlevel 3
Badge +4

Hi @BALFP 

Thanks for reaching out to the Community!

I’m sorry to hear that you’re having trouble with creating your Zap.

Could you kindly send screenshots of how you’ve configured the steps of your Zap so far? I want to ensure we're on the same page so I can point you in the right direction!

(If there’s any personal information, kindly blur them.)

Looking forward to your response! 😊