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How to connect FreeAgent and PandaDoc
Create a New Scenario to Connect FreeAgent 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 FreeAgent, triggered by another scenario, or executed manually (for testing purposes). In most cases, FreeAgent or PandaDoc will be your first step. To do this, click "Choose an app," find FreeAgent or PandaDoc, and select the appropriate trigger to start the scenario.
Add the FreeAgent Node
Select the FreeAgent node from the app selection panel on the right.
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Configure the FreeAgent
Click on the FreeAgent node to configure it. You can modify the FreeAgent 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 FreeAgent 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 FreeAgent 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 FreeAgent 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 FreeAgent, 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 FreeAgent and PandaDoc integration works as expected. Depending on your setup, data should flow between FreeAgent 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 FreeAgent and PandaDoc
FreeAgent + PandaDoc + Slack: When a new invoice is created in FreeAgent, send a thank you note via PandaDoc using a document template, and notify the finance team in a Slack channel.
PandaDoc + FreeAgent + HubSpot: When a PandaDoc document's status changes to signed, create a new contact in FreeAgent and update or create the contact's record in HubSpot.
FreeAgent and PandaDoc integration alternatives
About FreeAgent
Use FreeAgent in Latenode to automate accounting tasks. Create workflows that automatically reconcile bank data, generate reports, or update financial records based on triggers from other apps. Avoid manual data entry and ensure accuracy by connecting FreeAgent with your CRM, payment gateways, or e-commerce platforms.
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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 FreeAgent and PandaDoc
How can I connect my FreeAgent account to PandaDoc using Latenode?
To connect your FreeAgent account to PandaDoc on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select FreeAgent and click on "Connect".
- Authenticate your FreeAgent and PandaDoc accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation from PandaDoc proposals?
Yes, you can! Latenode allows automated workflows, instantly creating FreeAgent invoices from accepted PandaDoc proposals. Save time and ensure accurate billing effortlessly.
What types of tasks can I perform by integrating FreeAgent with PandaDoc?
Integrating FreeAgent with PandaDoc allows you to perform various tasks, including:
- Automatically create FreeAgent contacts from new PandaDoc clients.
- Update FreeAgent with deal information when a PandaDoc document is completed.
- Generate personalized PandaDoc proposals using FreeAgent customer data.
- Send FreeAgent invoice reminders based on PandaDoc document statuses.
- Log PandaDoc activity in FreeAgent for comprehensive reporting.
Can I use JavaScript functions inside FreeAgent automations?
Yes, Latenode provides flexible JavaScript support, enabling complex data transformations and logic within your FreeAgent automations.
Are there any limitations to the FreeAgent and PandaDoc integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data sync depends on FreeAgent and PandaDoc API availability.
- Custom field mapping may require advanced configuration and testing.
- Bulk data processing is subject to API rate limits for both apps.
