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Automatically trigger PandaDoc document creation when contacts reach specific stages in ActiveCampaign, using Latenode’s visual editor to customize the data transfer without code, saving time. Affordable pricing scales automations easily.
Connect ActiveCampaign and PandaDoc in minutes with Latenode.
Create ActiveCampaign to PandaDoc workflow
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Create a New Scenario to Connect ActiveCampaign 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 ActiveCampaign, triggered by another scenario, or executed manually (for testing purposes). In most cases, ActiveCampaign or PandaDoc will be your first step. To do this, click "Choose an app," find ActiveCampaign or PandaDoc, and select the appropriate trigger to start the scenario.
Add the ActiveCampaign Node
Select the ActiveCampaign node from the app selection panel on the right.
ActiveCampaign
Configure the ActiveCampaign
Click on the ActiveCampaign node to configure it. You can modify the ActiveCampaign 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 ActiveCampaign node, select PandaDoc from the list of available apps, and choose the action you need from the list of nodes within PandaDoc.
ActiveCampaign
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PandaDoc
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 ActiveCampaign 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 ActiveCampaign and PandaDoc Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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PandaDoc
Trigger on Webhook
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ActiveCampaign
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring ActiveCampaign, 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 ActiveCampaign and PandaDoc integration works as expected. Depending on your setup, data should flow between ActiveCampaign and PandaDoc (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
ActiveCampaign + PandaDoc + Slack: When a deal reaches a specific stage in ActiveCampaign, a contract is automatically generated in PandaDoc from a template. Once the contract is generated, a notification is sent to a designated Slack channel, informing the sales team.
PandaDoc + ActiveCampaign + Zoom: When a document's status changes to 'signed' in PandaDoc, the corresponding contact in ActiveCampaign is updated. Subsequently, a follow-up call is scheduled in Zoom.
About ActiveCampaign
Automate ActiveCampaign tasks within Latenode for streamlined marketing. Trigger campaigns based on data from any source, not just forms. Sync contacts, segment lists, and personalize emails using Latenode’s visual editor and built-in data transformation tools. Connect to CRMs or databases for smarter, automated customer journeys without complex coding.
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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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How can I connect my ActiveCampaign account to PandaDoc using Latenode?
To connect your ActiveCampaign account to PandaDoc on Latenode, follow these steps:
Can I automatically generate PandaDoc documents from ActiveCampaign deals?
Yes, you can! Latenode allows you to trigger document creation upon deal stage changes. Benefit from automated workflows and streamlined sales processes.
What types of tasks can I perform by integrating ActiveCampaign with PandaDoc?
Integrating ActiveCampaign with PandaDoc allows you to perform various tasks, including:
Can I use custom JavaScript code to transform data between ActiveCampaign and PandaDoc?
Yes! Latenode allows for custom JavaScript code, offering unmatched flexibility when mapping and manipulating data between ActiveCampaign and PandaDoc.
Are there any limitations to the ActiveCampaign and PandaDoc integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: