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How to connect Chatwork and PandaDoc
Create a New Scenario to Connect Chatwork 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 Chatwork, triggered by another scenario, or executed manually (for testing purposes). In most cases, Chatwork or PandaDoc will be your first step. To do this, click "Choose an app," find Chatwork or PandaDoc, and select the appropriate trigger to start the scenario.
Add the Chatwork Node
Select the Chatwork node from the app selection panel on the right.
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Configure the Chatwork
Click on the Chatwork node to configure it. You can modify the Chatwork 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 Chatwork 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 Chatwork 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 Chatwork 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 Chatwork, 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 Chatwork and PandaDoc integration works as expected. Depending on your setup, data should flow between Chatwork 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 Chatwork and PandaDoc
Salesforce + PandaDoc + Chatwork: When a deal is updated in Salesforce, a contract is automatically sent via PandaDoc using a template. Upon sending the document, a notification is sent to a specified Chatwork room.
PandaDoc + QuickBooks + Chatwork: When a PandaDoc document's status changes to 'signed', an invoice is created in QuickBooks. The accounting team is then notified via a specified Chatwork room.
Chatwork and PandaDoc integration alternatives
About Chatwork
Use Chatwork with Latenode to automate team notifications and tasks. Send messages based on triggers from your CRM, database, or other apps. Latenode's visual builder simplifies creating complex workflows. Reduce manual updates, keep your team informed, and improve response times by integrating Chatwork into automated processes.
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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 Chatwork and PandaDoc
How can I connect my Chatwork account to PandaDoc using Latenode?
To connect your Chatwork account to PandaDoc on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Chatwork and click on "Connect".
- Authenticate your Chatwork and PandaDoc accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send PandaDoc documents upon Chatwork trigger?
Yes, you can! Latenode enables this automation, triggering document sending based on Chatwork messages. This ensures prompt document delivery, streamlining your sales or onboarding process.
What types of tasks can I perform by integrating Chatwork with PandaDoc?
Integrating Chatwork with PandaDoc allows you to perform various tasks, including:
- Automatically creating PandaDoc documents from new Chatwork messages.
- Sending contract updates via Chatwork when a PandaDoc is modified.
- Triggering Chatwork notifications upon PandaDoc document completion.
- Updating Chatwork task statuses based on PandaDoc signature status.
- Creating summaries of PandaDoc data and sharing them on Chatwork channels.
How does Latenode handle Chatwork message formatting in PandaDoc templates?
Latenode's advanced parsing and formatting options allow you to transform Chatwork messages into clean, structured content within your PandaDoc templates.
Are there any limitations to the Chatwork and PandaDoc integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex PandaDoc templates might require custom JavaScript for optimal data mapping.
- The integration relies on the APIs of both Chatwork and PandaDoc.
- Real-time updates depend on the polling interval set within Latenode.
