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How to connect Clio and PandaDoc
Create a New Scenario to Connect Clio 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 Clio, triggered by another scenario, or executed manually (for testing purposes). In most cases, Clio or PandaDoc will be your first step. To do this, click "Choose an app," find Clio or PandaDoc, and select the appropriate trigger to start the scenario.
Add the Clio Node
Select the Clio node from the app selection panel on the right.
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Add the PandaDoc Node
Next, click the plus (+) icon on the Clio 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 Clio 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 Clio 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 Clio, 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 Clio and PandaDoc integration works as expected. Depending on your setup, data should flow between Clio 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 Clio and PandaDoc
Clio + PandaDoc + Google Calendar: When a new contact is added to Clio, a PandaDoc contract is generated using a template. Then, a welcome meeting is scheduled in Google Calendar with the new client.
PandaDoc + Clio + QuickBooks: Once a document is signed in PandaDoc, a new client is created in Clio and an invoice is automatically generated in QuickBooks.
Clio and PandaDoc integration alternatives
About Clio
Automate legal workflows with Clio in Latenode. Sync client data, trigger document generation, and manage tasks based on case updates, avoiding manual data entry. Integrate Clio with other apps like email and payment gateways for streamlined legal process automation. Latenode’s visual editor makes building these flows simple.
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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 Clio and PandaDoc
How can I connect my Clio account to PandaDoc using Latenode?
To connect your Clio account to PandaDoc on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Clio and click on "Connect".
- Authenticate your Clio and PandaDoc accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create PandaDoc proposals from new Clio clients?
Yes, you can! Latenode lets you trigger PandaDoc proposal creation when a new client is added in Clio, saving time and ensuring consistent document generation.
What types of tasks can I perform by integrating Clio with PandaDoc?
Integrating Clio with PandaDoc allows you to perform various tasks, including:
- Automatically generate contracts upon new client creation in Clio.
- Update PandaDoc document statuses based on Clio matter stages.
- Populate PandaDoc templates with Clio contact information.
- Send finalized PandaDoc documents to Clio as attached files.
- Trigger Clio tasks upon PandaDoc document completion.
How do I handle complex conditional logic with Clio data in Latenode?
Latenode's no-code blocks, JavaScript support, and AI steps enable sophisticated workflows based on Clio data, far beyond simple integrations.
Are there any limitations to the Clio and PandaDoc integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on the API rate limits of both Clio and PandaDoc.
- Complex document formatting in PandaDoc may require custom scripting.
- Historical data migration between the two platforms is not directly supported.
