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How to connect NoCRM and PandaDoc
Create a New Scenario to Connect NoCRM 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 NoCRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, NoCRM or PandaDoc will be your first step. To do this, click "Choose an app," find NoCRM or PandaDoc, and select the appropriate trigger to start the scenario.
Add the NoCRM Node
Select the NoCRM node from the app selection panel on the right.
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Add the PandaDoc Node
Next, click the plus (+) icon on the NoCRM 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 NoCRM 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 NoCRM 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring NoCRM, 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 NoCRM and PandaDoc integration works as expected. Depending on your setup, data should flow between NoCRM 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 NoCRM and PandaDoc
NoCRM + PandaDoc + Slack: When a deal reaches a specific step in NoCRM, a contract is automatically generated in PandaDoc from a predefined template. Once the contract is created, a notification is sent to a designated Slack channel to inform the sales team.
PandaDoc + NoCRM + Google Sheets: When a PandaDoc contract is signed, the corresponding opportunity in NoCRM is updated to reflect the closed deal. The details of the signed contract, including the document name and signing date, are then logged in a Google Sheets spreadsheet for tracking and reporting.
NoCRM and PandaDoc integration alternatives
About NoCRM
Use NoCRM with Latenode to automate your sales pipeline. Automatically create new leads, update existing records, or trigger follow-up actions based on status changes. Latenode lets you connect NoCRM data to other apps, enrich it with AI, and build custom workflows for lead qualification, all without code and scalable to your needs.
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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 NoCRM and PandaDoc
How can I connect my NoCRM account to PandaDoc using Latenode?
To connect your NoCRM account to PandaDoc on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select NoCRM and click on "Connect".
- Authenticate your NoCRM and PandaDoc accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically generate PandaDoc documents after winning a deal in NoCRM using the integration?
Yes, you can! Latenode lets you trigger PandaDoc document creation upon closing deals in NoCRM. Speed up your sales cycle by automating document generation effortlessly.
What types of tasks can I perform by integrating NoCRM with PandaDoc?
Integrating NoCRM with PandaDoc allows you to perform various tasks, including:
- Automatically creating PandaDoc documents when a lead reaches a specific stage.
- Updating document statuses in PandaDoc based on NoCRM deal changes.
- Sending customized proposals from PandaDoc using NoCRM customer data.
- Generating contracts upon winning a deal in NoCRM.
- Tracking document acceptance directly within your NoCRM dashboard.
Can I use JavaScript code to customize NoCRM + PandaDoc workflows on Latenode?
Yes! Latenode's JavaScript blocks enable powerful customizations, allowing you to tailor workflows precisely to your business logic.
Are there any limitations to the NoCRM 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 coding.
- Initial setup requires understanding of both NoCRM and PandaDoc APIs.
- Large-scale data synchronization can be subject to API rate limits.
