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How to connect Canva and PandaDoc
Create a New Scenario to Connect Canva 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 Canva, triggered by another scenario, or executed manually (for testing purposes). In most cases, Canva or PandaDoc will be your first step. To do this, click "Choose an app," find Canva or PandaDoc, and select the appropriate trigger to start the scenario.
Add the Canva Node
Select the Canva node from the app selection panel on the right.
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Add the PandaDoc Node
Next, click the plus (+) icon on the Canva 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 Canva 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 Canva 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 Canva, 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 Canva and PandaDoc integration works as expected. Depending on your setup, data should flow between Canva 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 Canva and PandaDoc
Canva + Google Drive + PandaDoc: When a new design is exported from Canva, it's automatically uploaded to a specified folder in Google Drive. Then, a PandaDoc document is created from a template, automatically populated with the design from Google Drive, ready to be sent as a client proposal.
PandaDoc + Canva + Airtable: When a PandaDoc document's status changes to 'Signed', a new design task is created in Canva, and the relevant details of the signed contract (e.g., client name, project description) are logged in an Airtable base for tracking and reporting.
Canva and PandaDoc integration alternatives
About Canva
Automate content creation with Canva in Latenode. Generate designs on demand, populated with data from your databases or triggered by events. Forget manual updates; connect Canva to your workflows for dynamic marketing materials, reports, or social media content. Latenode's visual editor and flexible nodes simplify design 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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See how Latenode works
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FAQ Canva and PandaDoc
How can I connect my Canva account to PandaDoc using Latenode?
To connect your Canva account to PandaDoc on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Canva and click on "Connect".
- Authenticate your Canva and PandaDoc accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate contract creation with Canva designs?
Yes! Latenode lets you automatically populate PandaDoc contracts with Canva designs, streamlining your sales process. Use no-code or JavaScript for advanced customization.
What types of tasks can I perform by integrating Canva with PandaDoc?
Integrating Canva with PandaDoc allows you to perform various tasks, including:
- Automatically adding Canva designs to PandaDoc proposals.
- Generating contracts with personalized Canva-created headers.
- Updating PandaDoc documents with new Canva assets.
- Creating branded templates in PandaDoc using Canva visuals.
- Triggering PandaDoc document creation from Canva design approvals.
Can I use JavaScript to manipulate Canva designs via Latenode?
Yes, Latenode supports JavaScript blocks, enabling you to programmatically interact with Canva's API for advanced design manipulations within workflows.
Are there any limitations to the Canva and PandaDoc integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time design updates from Canva to PandaDoc may have slight delays.
- Complex Canva designs with numerous elements may impact workflow speed.
- Integration is limited to the features exposed by the Canva and PandaDoc APIs.
