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How to connect AI Agent and PandaDoc
Create a New Scenario to Connect AI Agent 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 AI Agent, triggered by another scenario, or executed manually (for testing purposes). In most cases, AI Agent or PandaDoc will be your first step. To do this, click "Choose an app," find AI Agent or PandaDoc, and select the appropriate trigger to start the scenario.
Add the AI Agent Node
Select the AI Agent node from the app selection panel on the right.
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Configure the AI Agent
Click on the AI Agent node to configure it. You can modify the AI Agent 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 AI Agent 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 AI Agent 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 AI Agent 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 AI Agent, 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 AI Agent and PandaDoc integration works as expected. Depending on your setup, data should flow between AI Agent 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 AI Agent and PandaDoc
AI Agent + PandaDoc + Slack: When a document is created from a template in PandaDoc, the AI Agent summarizes the document. A summary of the document is then sent to a Slack channel for review.
PandaDoc + AI Agent + Salesforce: When a PandaDoc document status changes to completed, the AI Agent extracts key data from the document. This data is then used to update the corresponding opportunity in Salesforce.
AI Agent and PandaDoc integration alternatives
About AI Agent
Use AI Agent in Latenode to automate content creation, data analysis, or customer support. Configure agents with prompts, then integrate them into workflows. Unlike standalone solutions, Latenode lets you connect AI to any app, scale automatically, and customize with code where needed.
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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 AI Agent and PandaDoc
How can I connect my AI Agent account to PandaDoc using Latenode?
To connect your AI Agent account to PandaDoc on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select AI Agent and click on "Connect".
- Authenticate your AI Agent and PandaDoc accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically generate PandaDoc proposals from AI Agent leads?
Yes, you can! Latenode lets you automate proposal creation, instantly turning qualified AI Agent leads into ready-to-send PandaDoc documents, saving time and boosting sales efficiency.
What types of tasks can I perform by integrating AI Agent with PandaDoc?
Integrating AI Agent with PandaDoc allows you to perform various tasks, including:
- Automatically create draft proposals based on AI Agent's lead qualification data.
- Send personalized PandaDoc contracts after AI Agent identifies a high-intent prospect.
- Update AI Agent records when a PandaDoc document is signed or declined.
- Trigger AI Agent workflows when a PandaDoc proposal reaches a certain stage.
- Archive finalized PandaDoc documents and link them to the relevant AI Agent contact.
How can Latenode enhance AI Agent's data processing for PandaDoc?
Latenode’s no-code blocks and JavaScript functions let you transform and format AI Agent data to perfectly fit PandaDoc templates, ensuring accuracy.
Are there any limitations to the AI Agent and PandaDoc integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex document logic in PandaDoc might require custom JavaScript within Latenode.
- Rate limits on the AI Agent or PandaDoc API can impact high-volume automation.
- Some advanced PandaDoc features may not have direct equivalents in AI Agent.
