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How to connect Delighted and PandaDoc
Create a New Scenario to Connect Delighted 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 Delighted, triggered by another scenario, or executed manually (for testing purposes). In most cases, Delighted or PandaDoc will be your first step. To do this, click "Choose an app," find Delighted or PandaDoc, and select the appropriate trigger to start the scenario.
Add the Delighted Node
Select the Delighted node from the app selection panel on the right.
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Configure the Delighted
Click on the Delighted node to configure it. You can modify the Delighted 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 Delighted 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 Delighted 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 Delighted 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 Delighted, 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 Delighted and PandaDoc integration works as expected. Depending on your setup, data should flow between Delighted 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 Delighted and PandaDoc
Delighted + PandaDoc + Salesforce: When a new positive response is received in Delighted, a PandaDoc contract is automatically created from a template. The Salesforce record is then updated with a link to the PandaDoc document.
PandaDoc + Delighted + Slack: When a document status changes to 'Completed' in PandaDoc, a Delighted survey is sent to the contact. A notification is then sent to a designated Slack channel to inform the team of the completion and survey dispatch.
Delighted and PandaDoc integration alternatives
About Delighted
Automate feedback loops with Delighted in Latenode. Send surveys post-interaction and instantly act on results. Route scores to your team's Slack, update records in your CRM, or trigger follow-ups based on sentiment. Build adaptable workflows with no-code tools, custom logic, and AI — all without per-step costs.
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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 Delighted and PandaDoc
How can I connect my Delighted account to PandaDoc using Latenode?
To connect your Delighted account to PandaDoc on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Delighted and click on "Connect".
- Authenticate your Delighted and PandaDoc accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger contracts based on survey feedback?
Yes, you can! With Latenode, automatically trigger PandaDoc contracts based on Delighted survey responses. This creates a streamlined process for acting on customer feedback, improving efficiency.
What types of tasks can I perform by integrating Delighted with PandaDoc?
Integrating Delighted with PandaDoc allows you to perform various tasks, including:
- Automatically sending contracts to detractors identified by Delighted.
- Generating proposals based on positive feedback from Delighted surveys.
- Updating contact information in PandaDoc from Delighted survey responses.
- Creating custom reports combining survey data and document statuses.
- Triggering follow-up surveys after a PandaDoc document is completed.
Can I use custom Delighted survey data within PandaDoc documents?
Yes! Latenode lets you pass custom survey data from Delighted directly into PandaDoc, personalizing documents and streamlining your workflows.
Are there any limitations to the Delighted and PandaDoc integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic might require JavaScript for advanced customization.
- File size limits apply when transferring large files between platforms.
- Real-time synchronization depends on the API rate limits of both apps.
