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How to connect Cloze and PandaDoc
Create a New Scenario to Connect Cloze 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 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.
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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.
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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 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:
- 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 Cloze, 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 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.
Most powerful ways to connect Cloze and PandaDoc
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.
Cloze and PandaDoc integration alternatives
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.
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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 Cloze and PandaDoc
How can I connect my Cloze account to PandaDoc using Latenode?
To connect your Cloze account to PandaDoc on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Cloze and click on "Connect".
- Authenticate your Cloze and PandaDoc accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
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:
- Create PandaDoc documents when a deal reaches a specific stage in Cloze.
- Update Cloze opportunities when a PandaDoc document is completed.
- Send personalized PandaDoc proposals based on Cloze contact information.
- Archive signed PandaDoc documents in Cloze as associated files.
- Trigger follow-up tasks in Cloze upon PandaDoc document completion.
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:
- Complex document layouts in PandaDoc might require custom adjustments.
- Rate limits on the Cloze or PandaDoc APIs may affect high-volume workflows.
- Real-time data synchronization depends on the API availability and speed.
