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How to connect 123FormBuilder and PandaDoc
Create a New Scenario to Connect 123FormBuilder and PandaDoc
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a 123FormBuilder, triggered by another scenario, or executed manually (for testing purposes). In most cases, 123FormBuilder or PandaDoc will be your first step. To do this, click "Choose an app," find 123FormBuilder or PandaDoc, and select the appropriate trigger to start the scenario.
Add the 123FormBuilder Node
Select the 123FormBuilder node from the app selection panel on the right.
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Configure the 123FormBuilder
Click on the 123FormBuilder node to configure it. You can modify the 123FormBuilder URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the PandaDoc Node
Next, click the plus (+) icon on the 123FormBuilder node, select PandaDoc from the list of available apps, and choose the action you need from the list of nodes within PandaDoc.
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Authenticate PandaDoc
Now, click the PandaDoc node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your PandaDoc settings. Authentication allows you to use PandaDoc through Latenode.
Configure the 123FormBuilder and PandaDoc Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the 123FormBuilder and PandaDoc Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring 123FormBuilder, PandaDoc, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the 123FormBuilder and PandaDoc integration works as expected. Depending on your setup, data should flow between 123FormBuilder and PandaDoc (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect 123FormBuilder and PandaDoc
123FormBuilder + PandaDoc + Google Sheets: When a new submission is received in 123FormBuilder, a contract is generated in PandaDoc from a template. Once the contract is signed, the completion data is logged in a Google Sheet.
PandaDoc + 123FormBuilder + Slack: When a PandaDoc document status changes to 'completed', send a 'thank you' form created in 123FormBuilder to the document recipient, and also notify a Slack channel.
123FormBuilder and PandaDoc integration alternatives
About 123FormBuilder
Streamline data collection by connecting 123FormBuilder to Latenode. Automatically trigger workflows when forms are submitted. Route form data to CRMs, databases, or email marketing tools. Use Latenode to validate entries, calculate scores, and manage follow-ups — automating processes with a no-code, scalable workflow.
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About PandaDoc
Automate document workflows with PandaDoc in Latenode. Generate, send, and track proposals/contracts without manual steps. Use Latenode to trigger PandaDoc actions from your CRM or database. Parse data, pre-fill templates, and update records when documents are signed – saving time and ensuring data accuracy across systems. Scales easily.
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See how Latenode works
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FAQ 123FormBuilder and PandaDoc
How can I connect my 123FormBuilder account to PandaDoc using Latenode?
To connect your 123FormBuilder account to PandaDoc on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select 123FormBuilder and click on "Connect".
- Authenticate your 123FormBuilder and PandaDoc accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically generate contracts from form submissions?
Yes, you can! Latenode lets you map 123FormBuilder data directly into PandaDoc templates, automating contract creation and saving valuable time by eliminating manual data entry.
What types of tasks can I perform by integrating 123FormBuilder with PandaDoc?
Integrating 123FormBuilder with PandaDoc allows you to perform various tasks, including:
- Automatically create PandaDoc documents upon 123FormBuilder submission.
- Populate contract fields with form data for efficient document generation.
- Trigger document sending in PandaDoc when a form receives a specific answer.
- Update 123FormBuilder with PandaDoc document status changes.
- Archive completed documents in a designated cloud storage location.
What security measures are in place for 123FormBuilder data?
Latenode uses secure authentication protocols to protect your 123FormBuilder data, ensuring safe data transfer and processing during automation.
Are there any limitations to the 123FormBuilder and PandaDoc integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex form logic may require custom JavaScript code for data mapping.
- Rate limits imposed by 123FormBuilder and PandaDoc APIs may affect high-volume workflows.
- Some advanced PandaDoc features might not be directly accessible through the integration.
