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

Add the Microsoft SharePoint Online Node
Select the Microsoft SharePoint Online node from the app selection panel on the right.


Microsoft SharePoint Online

Configure the Microsoft SharePoint Online
Click on the Microsoft SharePoint Online node to configure it. You can modify the Microsoft SharePoint Online 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 Microsoft SharePoint Online 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 Microsoft SharePoint Online 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 Microsoft SharePoint Online 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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PandaDoc
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Save and Activate the Scenario
After configuring Microsoft SharePoint Online, 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 Microsoft SharePoint Online and PandaDoc integration works as expected. Depending on your setup, data should flow between Microsoft SharePoint Online 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 Microsoft SharePoint Online and PandaDoc
SharePoint Online + PandaDoc + Microsoft Teams: When a new document is uploaded to SharePoint, a contract is generated in PandaDoc using a template. Then, a notification is sent to a Microsoft Teams channel.
PandaDoc + SharePoint Online + Salesforce: When a document's status changes to 'signed' in PandaDoc, the signed document is stored as an attachment in SharePoint and the corresponding opportunity's status is updated in Salesforce.
Microsoft SharePoint Online and PandaDoc integration alternatives

About Microsoft SharePoint Online
Automate SharePoint Online document management using Latenode. Trigger flows on file changes, move documents based on content, or update metadata without code. Streamline approvals and notifications with visual workflows, integrating SharePoint with other apps. Benefit from flexible logic and scalable execution.
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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 Microsoft SharePoint Online and PandaDoc
How can I connect my Microsoft SharePoint Online account to PandaDoc using Latenode?
To connect your Microsoft SharePoint Online account to PandaDoc on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Microsoft SharePoint Online and click on "Connect".
- Authenticate your Microsoft SharePoint Online and PandaDoc accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically save signed PandaDocs to SharePoint?
Yes, you can! Latenode’s visual editor simplifies building automations for file management. Store signed PandaDocs directly in Microsoft SharePoint Online, streamlining your document workflow.
What types of tasks can I perform by integrating Microsoft SharePoint Online with PandaDoc?
Integrating Microsoft SharePoint Online with PandaDoc allows you to perform various tasks, including:
- Automatically create PandaDoc documents from new SharePoint files.
- Update SharePoint lists when PandaDocs are completed or signed.
- Store finalized PandaDoc contracts in designated SharePoint folders.
- Trigger PandaDoc workflows based on SharePoint document metadata.
- Manage document versions in SharePoint after PandaDoc updates.
HowsecureismySharePointdatawhenusingLatenodeintegrations?
Latenode employs robust security measures, including encryption and access controls, ensuring the confidentiality and integrity of your Microsoft SharePoint Online data.
Are there any limitations to the Microsoft SharePoint Online and PandaDoc integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex document structures in SharePoint may require custom parsing.
- Very large file transfers might experience delays.
- Real-time synchronization depends on API availability and rate limits.