

90% cheaper with Latenode
AI agent that builds your workflows for you
Hundreds of apps to connect
Automatically trigger PandaDoc document generation from Cloze upon deal stage changes. Latenode's visual editor and affordable execution pricing make automating the sales workflow easier. Refine logic with JavaScript when needed.
Connect Cloze and PandaDoc in minutes with Latenode.
Create Cloze to PandaDoc workflow
Start for free
Automate your workflow
Swap Apps
Cloze
PandaDoc
No credit card needed
Without restriction
Create a New Scenario to Connect Cloze 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 Cloze, triggered by another scenario, or executed manually (for testing purposes). In most cases, Cloze or PandaDoc will be your first step. To do this, click "Choose an app," find Cloze or PandaDoc, and select the appropriate trigger to start the scenario.
Add the Cloze Node
Select the Cloze node from the app selection panel on the right.
Cloze
Add the PandaDoc Node
Next, click the plus (+) icon on the Cloze node, select PandaDoc from the list of available apps, and choose the action you need from the list of nodes within PandaDoc.
Cloze
β
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 Cloze 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 Cloze and PandaDoc Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
β
AI Anthropic Claude 3
β
PandaDoc
Trigger on Webhook
β
Cloze
β
β
Iterator
β
Webhook response
Save and Activate the Scenario
After configuring Cloze, 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 Cloze and PandaDoc integration works as expected. Depending on your setup, data should flow between Cloze and PandaDoc (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Cloze + PandaDoc + Google Sheets: When a contact is updated in Cloze, find the associated document in PandaDoc and, upon status change, update the corresponding row in a Google Sheet.
Cloze + PandaDoc + Slack: When a contact is updated in Cloze, find the related document in PandaDoc. If the document status changes to 'viewed' or 'signed', send a Slack notification to the responsible sales representative.
About Cloze
Use Cloze in Latenode to automate your CRM and sales processes. Automatically update records, trigger follow-ups, and generate reports based on real-time data. Integrate Cloze with other apps like email, calendars, and databases using Latenode's visual editor. Customize flows with JavaScript or AI for advanced lead qualification and faster deal closing.
Similar apps
Related categories
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.
Related categories
How can I connect my Cloze account to PandaDoc using Latenode?
To connect your Cloze account to PandaDoc on Latenode, follow these steps:
Can I automatically generate PandaDoc documents from new Cloze deals?
Yes, you can! Latenode lets you automate document creation, populating templates from Cloze deal data. This eliminates manual entry and speeds up your sales process.
What types of tasks can I perform by integrating Cloze with PandaDoc?
Integrating Cloze with PandaDoc allows you to perform various tasks, including:
What Cloze data can I access and use within Latenode workflows?
You can access data like contacts, deals, activities, and custom fields. Use this to personalize documents or trigger actions, all with no-code ease.
Are there any limitations to the Cloze and PandaDoc integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: