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Automate contract creation: when a Businessmap task reaches a specific stage, Latenode can trigger PandaDoc to generate a contract, pre-filled with task details. Scale affordably and add custom logic with JavaScript for advanced document workflows.
Connect Businessmap and PandaDoc in minutes with Latenode.
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Create a New Scenario to Connect Businessmap and PandaDoc
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Businessmap, triggered by another scenario, or executed manually (for testing purposes). In most cases, Businessmap or PandaDoc will be your first step. To do this, click "Choose an app," find Businessmap or PandaDoc, and select the appropriate trigger to start the scenario.
Add the Businessmap Node
Select the Businessmap node from the app selection panel on the right.
Businessmap
Configure the Businessmap
Click on the Businessmap node to configure it. You can modify the Businessmap 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 Businessmap node, select PandaDoc from the list of available apps, and choose the action you need from the list of nodes within PandaDoc.
Businessmap
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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 Businessmap 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 Businessmap 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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Businessmap
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Businessmap, PandaDoc, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Businessmap and PandaDoc integration works as expected. Depending on your setup, data should flow between Businessmap and PandaDoc (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Businessmap + PandaDoc + Slack: When a card reaches a specific stage in Businessmap, a contract is automatically generated in PandaDoc using a template. Upon successful document creation, a notification is sent to a designated Slack channel.
PandaDoc + Businessmap + Google Sheets: When a PandaDoc document's status changes to 'completed', the corresponding Businessmap card is updated, and a new row is added to a Google Sheet to track the completion date and document details.
About Businessmap
Use Businessmap in Latenode to automate project tracking and team workflows. Update cards, trigger actions based on status changes, and sync data with other apps. Latenode adds no-code AI, custom logic, and scalable execution. Automate beyond basic integrations and build end-to-end processes visually.
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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 β saving time and ensuring data accuracy across systems. Scales easily.
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How can I connect my Businessmap account to PandaDoc using Latenode?
To connect your Businessmap account to PandaDoc on Latenode, follow these steps:
Can I automatically generate PandaDoc contracts from Businessmap tasks?
Yes, you can! Latenode lets you automate document creation based on task updates, ensuring timely contract generation. This saves time and reduces manual errors with a no-code workflow.
What types of tasks can I perform by integrating Businessmap with PandaDoc?
Integrating Businessmap with PandaDoc allows you to perform various tasks, including:
Can I use Javascript within my Businessmap + PandaDoc automations?
Yes! Latenode enables you to enhance your workflows with custom Javascript code for advanced data manipulation and logic.
Are there any limitations to the Businessmap and PandaDoc integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: