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How to connect Atera and PandaDoc
Create a New Scenario to Connect Atera 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 Atera, triggered by another scenario, or executed manually (for testing purposes). In most cases, Atera or PandaDoc will be your first step. To do this, click "Choose an app," find Atera or PandaDoc, and select the appropriate trigger to start the scenario.
Add the Atera Node
Select the Atera node from the app selection panel on the right.
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Add the PandaDoc Node
Next, click the plus (+) icon on the Atera 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 Atera 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 Atera 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 Atera, 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 Atera and PandaDoc integration works as expected. Depending on your setup, data should flow between Atera 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 Atera and PandaDoc
Atera + PandaDoc + Slack: When a new or updated customer is registered in Atera, automatically create a customer satisfaction survey in PandaDoc using a pre-defined template and send a notification to a dedicated Slack channel.
PandaDoc + Atera + QuickBooks: When a document status changes to 'completed' in PandaDoc, create a new customer and invoice in QuickBooks and update the client record in Atera. This will trigger sales billing on successful completion.
Atera and PandaDoc integration alternatives
About Atera
Use Atera with Latenode to automate IT support tasks. Trigger workflows on alerts, automatically create tickets, or update asset info. Integrate Atera's monitoring data with other apps for deeper insights and faster issue resolution. Customize rules and actions using Latenode's visual editor or JavaScript for precise automation.
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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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FAQ Atera and PandaDoc
How can I connect my Atera account to PandaDoc using Latenode?
To connect your Atera account to PandaDoc on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Atera and click on "Connect".
- Authenticate your Atera and PandaDoc accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically generate contracts from Atera tickets?
Yes, you can! Latenode's visual editor simplifies automation, letting you trigger PandaDoc contract creation directly from new Atera tickets. Save time and ensure consistent documentation.
What types of tasks can I perform by integrating Atera with PandaDoc?
Integrating Atera with PandaDoc allows you to perform various tasks, including:
- Automatically creating a PandaDoc quote when an Atera ticket status changes.
- Generating service agreements in PandaDoc from new Atera customer information.
- Sending contract reminders via Atera based on PandaDoc document status.
- Updating Atera ticket details when a PandaDoc document is completed.
- Creating renewal proposals in PandaDoc when contracts near expiration in Atera.
Can I use JavaScript to customize Atera data before sending to PandaDoc?
Yes! Latenode supports JavaScript, allowing you to transform Atera data to precisely match PandaDoc requirements before creating documents.
Are there any limitations to the Atera and PandaDoc integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Atera custom fields might require JavaScript for optimal data mapping.
- PandaDoc API rate limits apply to document generation volume.
- Initial setup requires familiarity with both Atera and PandaDoc API structures.
