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How to connect AITable and PandaDoc
Create a New Scenario to Connect AITable 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 AITable, triggered by another scenario, or executed manually (for testing purposes). In most cases, AITable or PandaDoc will be your first step. To do this, click "Choose an app," find AITable or PandaDoc, and select the appropriate trigger to start the scenario.
Add the AITable Node
Select the AITable node from the app selection panel on the right.
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Add the PandaDoc Node
Next, click the plus (+) icon on the AITable 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 AITable 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 AITable 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring AITable, 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 AITable and PandaDoc integration works as expected. Depending on your setup, data should flow between AITable 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 AITable and PandaDoc
AITable + PandaDoc + Slack: When a new record is created in AITable, a PandaDoc document is generated from a template. A message is then sent to a Slack channel to notify the sales team about the new document.
PandaDoc + AITable + Google Sheets: When a PandaDoc document's status changes (e.g., completed), the corresponding record in AITable is updated with the new status. Additionally, a new row is added to a Google Sheet with relevant data from the PandaDoc document.
AITable and PandaDoc integration alternatives
About AITable
Manage project data in AITable and sync it with Latenode for powerful automation. Update databases, trigger notifications, or generate reports based on AITable changes. Latenode adds logic and integrations, creating workflows that AITable alone can't provide. Scale custom apps with ease, paying only for execution time.
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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 AITable and PandaDoc
How can I connect my AITable account to PandaDoc using Latenode?
To connect your AITable account to PandaDoc on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select AITable and click on "Connect".
- Authenticate your AITable and PandaDoc accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically generate PandaDoc documents from AITable data?
Yes, you can! Latenode enables dynamic document creation using AITable data. Automate personalized proposals and contracts, eliminating manual data entry and saving you valuable time.
What types of tasks can I perform by integrating AITable with PandaDoc?
Integrating AITable with PandaDoc allows you to perform various tasks, including:
- Automatically populate PandaDoc templates with AITable record details.
- Trigger document generation in PandaDoc based on AITable status changes.
- Update AITable records with PandaDoc document completion status.
- Send automated reminders for PandaDoc documents awaiting signature.
- Create and send PandaDoc contracts when a new AITable lead is added.
Can I use JavaScript to customize the AITable-PandaDoc integration?
Yes! Latenode allows you to use JavaScript code to create custom logic for even more refined and complex integrations between AITable and PandaDoc.
Are there any limitations to the AITable and PandaDoc integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex AITable formulas might require custom JavaScript conversion.
- PandaDoc template changes require updating the Latenode workflow.
- Integration is limited to the API capabilities of AITable and PandaDoc.
