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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