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How to connect Feedly and PandaDoc
Create a New Scenario to Connect Feedly 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 Feedly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Feedly or PandaDoc will be your first step. To do this, click "Choose an app," find Feedly or PandaDoc, and select the appropriate trigger to start the scenario.
Add the Feedly Node
Select the Feedly node from the app selection panel on the right.
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Add the PandaDoc Node
Next, click the plus (+) icon on the Feedly 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 Feedly 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 Feedly 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 Feedly, 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 Feedly and PandaDoc integration works as expected. Depending on your setup, data should flow between Feedly 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 Feedly and PandaDoc
Feedly + PandaDoc + Slack: When a new article appears in a Feedly feed, create a new PandaDoc document from a template and then send a Slack channel message to notify the sales team.
PandaDoc + Feedly + Salesforce: When a document's status changes in PandaDoc, update a record in Salesforce and find relevant articles in Feedly to then update the same record in Salesforce.
Feedly and PandaDoc integration alternatives
About Feedly
Aggregate and filter Feedly articles within Latenode to automate content-driven workflows. Track brand mentions, industry trends, or competitor activity, then instantly trigger actions like posting to social media, updating databases, or notifying teams—all based on custom rules and logic.
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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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FAQ Feedly and PandaDoc
How can I connect my Feedly account to PandaDoc using Latenode?
To connect your Feedly account to PandaDoc on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Feedly and click on "Connect".
- Authenticate your Feedly and PandaDoc accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create proposals from Feedly content?
Yes, you can! Latenode lets you trigger PandaDoc document creation when Feedly content matches your filters. Save time and close deals faster with automated workflows.
What types of tasks can I perform by integrating Feedly with PandaDoc?
Integrating Feedly with PandaDoc allows you to perform various tasks, including:
- Create PandaDoc documents from aggregated Feedly article summaries.
- Send personalized proposals based on trending topics in Feedly.
- Update lead information in PandaDoc using Feedly content analysis.
- Automatically generate contracts when specific Feedly keywords appear.
- Trigger document review requests based on Feedly content updates.
How easy is it to filter Feedly articles within Latenode workflows?
Latenode offers robust filtering options using no-code blocks, JavaScript functions, and AI to precisely target content for your PandaDoc workflows.
Are there any limitations to the Feedly and PandaDoc integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits of Feedly and PandaDoc APIs apply to the integration.
- Complex document formatting may require custom JavaScript code.
- Historical data import from Feedly might require a dedicated workflow.
