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How to connect Confluence and PandaDoc
Create a New Scenario to Connect Confluence 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 Confluence, triggered by another scenario, or executed manually (for testing purposes). In most cases, Confluence or PandaDoc will be your first step. To do this, click "Choose an app," find Confluence or PandaDoc, and select the appropriate trigger to start the scenario.
Add the Confluence Node
Select the Confluence node from the app selection panel on the right.
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Configure the Confluence
Click on the Confluence node to configure it. You can modify the Confluence 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 Confluence 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 Confluence 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 Confluence 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 Confluence, 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 Confluence and PandaDoc integration works as expected. Depending on your setup, data should flow between Confluence 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 Confluence and PandaDoc
Confluence + PandaDoc + Slack: When a new Confluence page is created, a PandaDoc document is created from a template. Upon document status change in PandaDoc, a Slack message is sent to a specified channel to notify the team.
PandaDoc + Confluence + Jira: When a PandaDoc document's status changes, a new page is created in Confluence, and a new issue is created in Jira.
Confluence and PandaDoc integration alternatives
About Confluence
Automate Confluence tasks in Latenode: create pages, update content, or trigger workflows when pages change. Connect Confluence to other apps (like Jira or Slack) for streamlined project updates and notifications. Use Latenode’s visual editor and JS node for custom logic and efficient information sharing across teams.
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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 Confluence and PandaDoc
How can I connect my Confluence account to PandaDoc using Latenode?
To connect your Confluence account to PandaDoc on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Confluence and click on "Connect".
- Authenticate your Confluence and PandaDoc accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create PandaDoc documents from Confluence pages?
Yes, you can! Latenode enables automated document creation. Triggered by Confluence updates, new PandaDoc documents are generated, streamlining workflows and saving valuable time.
What types of tasks can I perform by integrating Confluence with PandaDoc?
Integrating Confluence with PandaDoc allows you to perform various tasks, including:
- Automatically generating proposals from Confluence content.
- Updating Confluence pages when a PandaDoc is completed.
- Creating new PandaDoc documents from Confluence page templates.
- Tracking PandaDoc statuses directly within Confluence pages.
- Sending automated reminders for pending PandaDoc signatures.
Can I use JavaScript code to customize Confluence + PandaDoc workflows?
Yes! Latenode allows you to add JavaScript code blocks to your workflows, providing full customization for unique Confluence and PandaDoc scenarios.
Are there any limitations to the Confluence and PandaDoc integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex document formatting may require custom adjustments.
- Real-time updates depend on the polling interval.
- Integration relies on the APIs of both Confluence and PandaDoc.
