hallo Patrick. .. zeer goed uitgelegd !! ik had nog een vraag / wat als je in de webhook Scenario's van Monday niet vind wat je nodig hebt (bv de status van een subitem die van bv. "niet aangerekend" naar "aangerekend" veranderd) kan je dan zelf deze specifieke webhook maken /creëren ? thanks voor je help
Hi Leo, je kan dan het best met een workaround werken. Zo kan je bijvoorbeeld een monday automation gebruiken om eerst een statuskolom aan te passen en dan dat als trigger gebruiken om de webhook te triggeren. Niet ideaal helaas, maar het werkt wel.
Hey Patrick! Been trying to put this together. Worked well, however do you have any tips on how to do the Date Signed Tabs? Have been completely stuck on it, and can't find any info on it anywhere.
I don't like that part of the integration either. The best way I found so far is to add '...' to the document and use that as the reference point. Hope that helps!
@@patrick-kool-monday Thank you I will try that. It seems to format over the anchor string It doesn't replace it for me.. Does the Anchor Units work for you at all? Tried to input some numbers but it still stays in the same place
@@aliq1340 They did work for me, although it wasn't perfect. And indeed they don't replace it unfortunately. I usually recommend using PandaDoc because it's way more advanced than Docusign for automations. If that's still an option for you, I would highly recommend looking into it. I also created a tutorial for PandaDoc by the way!
Hey there! I work for an engineering firm and we are looking into Monday. What would you recommend integration wise to be able to convert board info into a contract? Right now, we have a word doc that has all of our scopes listed, and for each client I take the template and hand enter all client info, remove all scopes we don't need, and the PMs go in and add pricing and customize further. I feel like there has to be a better way to do this but I am stumped. Any recommendations would be appreciated! From what it looks like, Docusign might not offer enough customization.
You could do it with Docusign, but I would highly recommend PandaDoc if you can still make the switch. Feel free to email me so we can discuss your project. I'd be happy to help. My email is: patrick@productivitytools.io
hey man just wanted to say thank you for making this video. It was really helpful for me to fix some issues I had with the way I had setup my scenario.
