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How to connect Monday and PandaDoc
Create a New Scenario to Connect Monday 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 Monday, triggered by another scenario, or executed manually (for testing purposes). In most cases, Monday or PandaDoc will be your first step. To do this, click "Choose an app," find Monday or PandaDoc, and select the appropriate trigger to start the scenario.
Add the Monday Node
Select the Monday node from the app selection panel on the right.
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Add the PandaDoc Node
Next, click the plus (+) icon on the Monday 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 Monday 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 Monday 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 Monday, 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 Monday and PandaDoc integration works as expected. Depending on your setup, data should flow between Monday 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 Monday and PandaDoc
Monday + PandaDoc + Slack: When a specific column in Monday is updated, a contract is created in PandaDoc from a template, and a notification is sent to a Slack channel.
PandaDoc + HubSpot + Monday: When a PandaDoc document status changes to signed, update the deal stage in HubSpot and create a task in Monday to initiate fulfillment.
Monday and PandaDoc integration alternatives
About Monday
Sync Monday boards with other apps in Latenode to automate project updates and task management. Trigger actions in other systems (like sending emails or updating databases) based on Monday status changes. Visualize and customize workflows easily, scaling automations without complex code or per-step fees.
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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 Monday and PandaDoc
How can I connect my Monday account to PandaDoc using Latenode?
To connect your Monday account to PandaDoc on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Monday and click on "Connect".
- Authenticate your Monday and PandaDoc accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically generate PandaDoc contracts from Monday updates?
Yes! Latenode enables automated PandaDoc contract creation based on Monday updates, saving time and ensuring consistency. Use advanced logic to tailor documents to each deal.
What types of tasks can I perform by integrating Monday with PandaDoc?
Integrating Monday with PandaDoc allows you to perform various tasks, including:
- Create PandaDoc documents when a new item is added to a Monday board.
- Update PandaDoc document statuses based on Monday status changes.
- Send PandaDoc documents for signature directly from Monday.
- Populate PandaDoc document fields with data from Monday items.
- Trigger custom notifications in Monday upon PandaDoc document completion.
What Monday data can I access within Latenode workflows?
Latenode grants access to all Monday data, including boards, items, columns, and users, enabling complex, data-driven automations with PandaDoc.
Are there any limitations to the Monday and PandaDoc integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex document formatting may require custom JavaScript within Latenode.
- Real-time updates depend on the polling interval set within the Latenode workflow.
- Large data transfers might impact workflow execution time.
