How to connect Loyverse and PandaDoc
Create a New Scenario to Connect Loyverse and PandaDoc
In the workspace, click the โCreate New Scenarioโ button.

Add the First Step
Add the first node โ a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Loyverse, triggered by another scenario, or executed manually (for testing purposes). In most cases, Loyverse or PandaDoc will be your first step. To do this, click "Choose an app," find Loyverse or PandaDoc, and select the appropriate trigger to start the scenario.

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


Loyverse

Configure the Loyverse
Click on the Loyverse node to configure it. You can modify the Loyverse 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 Loyverse node, select PandaDoc from the list of available apps, and choose the action you need from the list of nodes within PandaDoc.


Loyverse
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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 Loyverse 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 Loyverse 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 donโt 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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Loyverse
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Webhook response


Save and Activate the Scenario
After configuring Loyverse, PandaDoc, and any additional nodes, donโt 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 โRun onceโ and triggering an event to check if the Loyverse and PandaDoc integration works as expected. Depending on your setup, data should flow between Loyverse 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 Loyverse and PandaDoc
Loyverse + PandaDoc + QuickBooks: When a Loyverse sale exceeds a defined threshold, a PandaDoc contract is automatically created using a predefined template. Upon contract completion, a corresponding invoice is generated in QuickBooks.
PandaDoc + Loyverse + Slack: When a PandaDoc proposal is accepted, the Loyverse inventory is updated based on the proposal details, and the sales team is notified in Slack with relevant information.
Loyverse and PandaDoc integration alternatives

About Loyverse
Sync Loyverse sales data to your accounting or marketing tools using Latenode. Automate inventory updates based on Loyverse transactions. Trigger custom workflows for customer loyalty programs. Latenode lets you connect Loyverse data to any app without code, adding powerful automation to your POS system.
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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 โ saving time and ensuring data accuracy across systems. Scales easily.
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See how Latenode works
FAQ Loyverse and PandaDoc
How can I connect my Loyverse account to PandaDoc using Latenode?
To connect your Loyverse account to PandaDoc on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Loyverse and click on "Connect".
- Authenticate your Loyverse and PandaDoc accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically generate contracts after a Loyverse sale?
Yes, you can! Latenode lets you trigger PandaDoc contract creation directly from Loyverse sales events. Automate document workflows and save valuable time with every transaction.
What types of tasks can I perform by integrating Loyverse with PandaDoc?
Integrating Loyverse with PandaDoc allows you to perform various tasks, including:
- Automatically generate sales agreements from Loyverse sales data.
- Send personalized contract proposals based on customer purchase history.
- Update PandaDoc documents with the latest Loyverse customer details.
- Create and send invoices via PandaDoc after a Loyverse transaction.
- Archive completed PandaDoc contracts linked to Loyverse customer records.
Can I use JavaScript to transform Loyverse data before sending it to PandaDoc?
Yes! Latenode's JavaScript blocks allow complex data manipulation, ensuring perfect data transfer to PandaDoc every time.
Are there any limitations to the Loyverse and PandaDoc integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Custom field mappings beyond standard fields may require JavaScript knowledge.
- Complex conditional logic may require more advanced workflow design.
- The integration relies on the availability of both Loyverse and PandaDoc APIs.