How to connect Google Chat and PandaDoc
Create a New Scenario to Connect Google Chat 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 Google Chat, triggered by another scenario, or executed manually (for testing purposes). In most cases, Google Chat or PandaDoc will be your first step. To do this, click "Choose an app," find Google Chat or PandaDoc, and select the appropriate trigger to start the scenario.

Add the Google Chat Node
Select the Google Chat node from the app selection panel on the right.

Google Chat
Configure the Google Chat
Click on the Google Chat node to configure it. You can modify the Google Chat 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 Google Chat 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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PandaDoc

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 Google Chat 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 Google Chat 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.

JavaScript
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AI Anthropic Claude 3
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PandaDoc
Trigger on Webhook
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Google Chat
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Iterator
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Webhook response

Save and Activate the Scenario
After configuring Google Chat, 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 Google Chat and PandaDoc integration works as expected. Depending on your setup, data should flow between Google Chat 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 Google Chat and PandaDoc
Google Chat + PandaDoc + Google Sheets: When a new message is posted in Google Chat, the content is used to create a document from a template in PandaDoc, and the document details are then logged in a Google Sheet.
PandaDoc + Google Chat + Salesforce: When a PandaDoc document's status changes to 'signed', a confirmation message is sent to a Google Chat channel, and the corresponding contact's record is updated in Salesforce.
Google Chat and PandaDoc integration alternatives
About Google Chat
Use Google Chat in Latenode for automated notifications & alerts. Trigger messages based on events in other apps, like new database entries or payment confirmations. Centralize alerts and status updates across services within a single, scalable Latenode workflow. Add custom logic and AI for smart notifications.
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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
FAQ Google Chat and PandaDoc
How can I connect my Google Chat account to PandaDoc using Latenode?
To connect your Google Chat account to PandaDoc on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Google Chat and click on "Connect".
- Authenticate your Google Chat and PandaDoc accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I get notified in Google Chat when a PandaDoc document is completed?
Yes, you can! Latenode allows real-time notifications in Google Chat for PandaDoc events. Keep your team informed instantly, eliminating manual checks and accelerating workflows.
What types of tasks can I perform by integrating Google Chat with PandaDoc?
Integrating Google Chat with PandaDoc allows you to perform various tasks, including:
- Send PandaDoc documents directly from Google Chat conversations.
- Receive alerts in Google Chat when a PandaDoc document status changes.
- Automatically update Google Chat channels with PandaDoc document summaries.
- Create PandaDoc documents based on triggers within Google Chat.
- Archive Google Chat messages related to PandaDoc documents.
Can I customize my automated Google Chat messages in Latenode?
Yes! Latenode lets you fully customize messages using data from PandaDoc and other sources, leveraging JavaScript and AI to create dynamic content.
Are there any limitations to the Google Chat and PandaDoc integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Attachments from Google Chat are not directly transferable to PandaDoc.
- Complex PandaDoc templates might require advanced configuration in Latenode.
- Rate limits imposed by Google Chat and PandaDoc APIs may affect high-volume workflows.