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How to connect Figma and PandaDoc
Create a New Scenario to Connect Figma 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 Figma, triggered by another scenario, or executed manually (for testing purposes). In most cases, Figma or PandaDoc will be your first step. To do this, click "Choose an app," find Figma or PandaDoc, and select the appropriate trigger to start the scenario.
Add the Figma Node
Select the Figma node from the app selection panel on the right.
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Add the PandaDoc Node
Next, click the plus (+) icon on the Figma 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 Figma 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 Figma 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 Figma, 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 Figma and PandaDoc integration works as expected. Depending on your setup, data should flow between Figma 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 Figma and PandaDoc
Figma + PandaDoc + Slack: When a new comment is posted in Figma, a contract is automatically created in PandaDoc from a template and a notification is sent to a Slack channel.
PandaDoc + Google Drive + Figma: When a document's status changes in PandaDoc to 'signed', the signed document is saved to Google Drive and the design source link is updated in Figma.
Figma and PandaDoc integration alternatives
About Figma
Automate design workflows by connecting Figma to Latenode. Extract design assets, update text layers based on database values, or trigger notifications on component changes. Scale design operations by automating repetitive tasks and integrating them into broader business processes using Latenode's visual editor and code customization options.
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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 Figma and PandaDoc
How can I connect my Figma account to PandaDoc using Latenode?
To connect your Figma account to PandaDoc on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Figma and click on "Connect".
- Authenticate your Figma and PandaDoc accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create PandaDoc proposals from Figma designs?
Yes, you can! Latenode lets you extract design specs from Figma and automatically populate PandaDoc templates. This saves time and ensures consistent branding across all client-facing documents.
What types of tasks can I perform by integrating Figma with PandaDoc?
Integrating Figma with PandaDoc allows you to perform various tasks, including:
- Generating contracts using design assets stored in Figma.
- Automatically updating proposal mockups from Figma revisions.
- Populating PandaDoc fields with client information extracted from Figma comments.
- Creating design briefs in PandaDoc using Figma project data.
- Triggering PandaDoc document creation upon Figma file updates.
How do I handle Figma component library updates in PandaDoc?
Latenode's workflows monitor Figma for changes. When components update, trigger PandaDoc to revise associated documents, maintaining design consistency.
Are there any limitations to the Figma and PandaDoc integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Figma designs with deeply nested components may require advanced parsing configurations.
- PandaDoc template customization beyond basic field population may require custom code.
- Real-time synchronization between Figma and PandaDoc is not supported; updates are based on workflow triggers.
