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How to connect HeyGen and PandaDoc
Create a New Scenario to Connect HeyGen 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 HeyGen, triggered by another scenario, or executed manually (for testing purposes). In most cases, HeyGen or PandaDoc will be your first step. To do this, click "Choose an app," find HeyGen or PandaDoc, and select the appropriate trigger to start the scenario.
Add the HeyGen Node
Select the HeyGen node from the app selection panel on the right.
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Add the PandaDoc Node
Next, click the plus (+) icon on the HeyGen 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 HeyGen 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 HeyGen 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 HeyGen, 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 HeyGen and PandaDoc integration works as expected. Depending on your setup, data should flow between HeyGen 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 HeyGen and PandaDoc
HeyGen + PandaDoc + HubSpot: When a PandaDoc document status changes (e.g., viewed, signed), use HeyGen to retrieve video details to personalize the follow-up in HubSpot by updating the contact's properties.
PandaDoc + HeyGen + Slack: When a PandaDoc document is signed, use HeyGen to generate a personalized welcome video. Then, send a notification with the video details to a specified Slack channel.
HeyGen and PandaDoc integration alternatives
About HeyGen
Use HeyGen in Latenode to automate personalized video creation. Generate videos from data (CRM leads, spreadsheets) and auto-post to social media or send via email. Create scalable workflows without code, use JS for fine-tuning, and track versions to manage video assets efficiently.
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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 HeyGen and PandaDoc
How can I connect my HeyGen account to PandaDoc using Latenode?
To connect your HeyGen account to PandaDoc on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select HeyGen and click on "Connect".
- Authenticate your HeyGen and PandaDoc accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send personalized proposals after a HeyGen video view?
Yes, with Latenode! Automatically trigger PandaDoc proposals upon HeyGen video views, personalizing content via data passed between apps. Increase engagement and conversion with timely follow-ups.
What types of tasks can I perform by integrating HeyGen with PandaDoc?
Integrating HeyGen with PandaDoc allows you to perform various tasks, including:
- Create PandaDoc documents when new HeyGen videos are generated.
- Automatically send PandaDoc contracts after a HeyGen video is watched.
- Update PandaDoc document statuses based on HeyGen video analytics.
- Populate PandaDoc templates with data extracted from HeyGen video scripts.
- Trigger HeyGen video creation upon PandaDoc document completion.
How do I handle errors during HeyGen video creation in Latenode?
Latenode’s error handling lets you set up automated retries, notifications, or alternative actions using conditional logic and custom JavaScript blocks for robust workflows.
Are there any limitations to the HeyGen and PandaDoc integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex video editing within PandaDoc isn't directly supported.
- Real-time video preview inside PandaDoc may require custom coding.
- Extensive data transformations might need JavaScript for optimal integration.
