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How to connect Knack and PandaDoc
Create a New Scenario to Connect Knack 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 Knack, triggered by another scenario, or executed manually (for testing purposes). In most cases, Knack or PandaDoc will be your first step. To do this, click "Choose an app," find Knack or PandaDoc, and select the appropriate trigger to start the scenario.
Add the Knack Node
Select the Knack node from the app selection panel on the right.
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Add the PandaDoc Node
Next, click the plus (+) icon on the Knack 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 Knack 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 Knack 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 Knack, 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 Knack and PandaDoc integration works as expected. Depending on your setup, data should flow between Knack 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 Knack and PandaDoc
Knack + PandaDoc + Slack: When a new record is created in Knack, a PandaDoc document is generated from a template. Upon successful document creation, a message is sent to a Slack channel to notify the sales team.
PandaDoc + Knack + Google Sheets: When a document status changes in PandaDoc to 'signed', the corresponding Knack record is updated, and a new row is added to a Google Sheet for tracking purposes.
Knack and PandaDoc integration alternatives
About Knack
Use Knack with Latenode to build custom database apps and automate workflows. Connect Knack data to other services, like CRMs or marketing tools, without code. Latenode lets you transform and route Knack data, create advanced logic, and scale automation beyond Knack's built-in limits, all visually and affordably.
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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 Knack and PandaDoc
How can I connect my Knack account to PandaDoc using Latenode?
To connect your Knack account to PandaDoc on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Knack and click on "Connect".
- Authenticate your Knack and PandaDoc accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate contract creation upon new Knack entries?
Yes, with Latenode, automatically create PandaDoc contracts upon new Knack entries. This saves time and ensures consistent document generation using no-code logic and advanced data mapping.
What types of tasks can I perform by integrating Knack with PandaDoc?
Integrating Knack with PandaDoc allows you to perform various tasks, including:
- Automatically generating contracts when a new client is added to Knack.
- Updating PandaDoc documents with data from Knack database fields.
- Triggering document sending in PandaDoc based on Knack record status changes.
- Creating Knack records upon completion of PandaDoc documents.
- Populating contract templates in PandaDoc with relevant Knack information.
How do I handle errors between Knack and PandaDoc in Latenode?
Latenode’s error handling provides detailed logs and alerts. You can configure retry logic and notifications for efficient debugging and smooth automation.
Are there any limitations to the Knack and PandaDoc integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript code blocks.
- Rate limits from Knack and PandaDoc APIs can affect performance.
- Advanced PandaDoc features might need direct API calls.
