Hi there,
We’ve set up an automation (via Zapier) so that when a form is completed (on Jotform), the PDF version is uploaded as a URL on a Monday Board.
We ultimately then then to
- download the file
- Rename it (to the ‘item name’)
- Upload it to another bit of software (SimPro)
- Update the status in Monday once this is done.
I’m wondering if there’s a way to do steps 1 and 2 within Monday?
Thanks,
Katie