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How to connect Linear and PandaDoc
Create a New Scenario to Connect Linear 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 Linear, triggered by another scenario, or executed manually (for testing purposes). In most cases, Linear or PandaDoc will be your first step. To do this, click "Choose an app," find Linear or PandaDoc, and select the appropriate trigger to start the scenario.
Add the Linear Node
Select the Linear node from the app selection panel on the right.
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Add the PandaDoc Node
Next, click the plus (+) icon on the Linear 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 Linear 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 Linear 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 Linear, 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 Linear and PandaDoc integration works as expected. Depending on your setup, data should flow between Linear 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 Linear and PandaDoc
Linear + PandaDoc + Slack: When a Linear issue is updated to 'Ready to Sign', a PandaDoc contract is created from a template. A Slack message is then sent to a specified channel to notify the team.
PandaDoc + Linear + Jira: Once a PandaDoc contract's status changes to 'Signed', a Jira issue is created, and a comment is added to a specified Linear issue referencing the new Jira ticket.
Linear and PandaDoc integration alternatives
About Linear
Connect Linear to Latenode for automated issue tracking. Streamline bug reporting from various sources. Automatically create Linear issues from form submissions or customer support tickets. Update issue statuses based on events in other systems like Git or CI/CD pipelines, all within a scalable, low-code workflow.
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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 Linear and PandaDoc
How can I connect my Linear account to PandaDoc using Latenode?
To connect your Linear account to PandaDoc on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Linear and click on "Connect".
- Authenticate your Linear and PandaDoc accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create PandaDoc documents when Linear issues move to "Done"?
Yes, you can! Latenode's visual editor makes this easy, triggering document generation to streamline your workflow and save time on manual tasks.
What types of tasks can I perform by integrating Linear with PandaDoc?
Integrating Linear with PandaDoc allows you to perform various tasks, including:
- Generate a contract when a Linear issue transitions to "Ready to Sign".
- Update a Linear issue when a PandaDoc document is completed.
- Create a new PandaDoc document from a Linear issue's details.
- Send personalized welcome packets using Linear issue data.
- Automatically archive signed contracts and link them to Linear issues.
How do I handle errors between Linear and PandaDoc within Latenode?
Latenode offers robust error handling. Use built-in logging and conditional logic to manage failures and ensure smooth automation.
Are there any limitations to the Linear and PandaDoc integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript code.
- PandaDoc API rate limits can affect high-volume document generation.
- Advanced Linear custom field types might need specific handling.
