Ortto and PandaDoc Integration

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Automatically trigger PandaDoc document creation from Ortto based on audience segments or behaviors. Latenode's visual editor and affordable execution-based pricing simplifies building complex document workflows, adding custom logic via JavaScript for personalized agreements.

Swap Apps

Ortto

PandaDoc

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Ortto and PandaDoc

Create a New Scenario to Connect Ortto and PandaDoc

In the workspace, click the β€œCreate 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 Ortto, triggered by another scenario, or executed manually (for testing purposes). In most cases, Ortto or PandaDoc will be your first step. To do this, click "Choose an app," find Ortto or PandaDoc, and select the appropriate trigger to start the scenario.

Add the Ortto Node

Select the Ortto node from the app selection panel on the right.

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Ortto

Configure the Ortto

Click on the Ortto node to configure it. You can modify the Ortto URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect Ortto

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Run node once

Add the PandaDoc Node

Next, click the plus (+) icon on the Ortto 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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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.

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Configure the Ortto 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.

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PandaDoc Oauth 2.0

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Select an action *

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The action ID

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Run node once

Set Up the Ortto 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 Ortto, 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 β€œRun once” and triggering an event to check if the Ortto and PandaDoc integration works as expected. Depending on your setup, data should flow between Ortto 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 Ortto and PandaDoc

Ortto + PandaDoc + HubSpot: When a person reaches a specific score (indicated by a new activity event) in Ortto, generate a sales proposal in PandaDoc from a template and log the PandaDoc document creation in HubSpot.

PandaDoc + Ortto + Slack: When a PandaDoc document's status changes to signed, update the contact's stage or details in Ortto and send a congratulatory message to the sales team in Slack.

Ortto and PandaDoc integration alternatives

About Ortto

Use Ortto in Latenode to automate personalized marketing campaigns. Trigger emails, SMS, or push notifications based on real-time data from any source. Segment users and update profiles dynamically within Latenode workflows, responding instantly to behavior. Improve engagement by connecting Ortto's segmentation to your Latenode data pipelines.

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.

See how Latenode works

FAQ Ortto and PandaDoc

How can I connect my Ortto account to PandaDoc using Latenode?

To connect your Ortto account to PandaDoc on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Ortto and click on "Connect".
  • Authenticate your Ortto and PandaDoc accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automate personalized document creation after a new Ortto lead?

Yes, using Latenode! Automatically trigger PandaDoc document creation when a new lead is added in Ortto. Leverage Latenode's AI blocks to personalize content for increased engagement.

What types of tasks can I perform by integrating Ortto with PandaDoc?

Integrating Ortto with PandaDoc allows you to perform various tasks, including:

  • Automatically sending PandaDoc contracts when a lead reaches a specific Ortto score.
  • Updating Ortto contact properties when a PandaDoc document is completed.
  • Generating personalized quotes in PandaDoc based on Ortto customer data.
  • Tracking PandaDoc document status within Ortto for improved sales insights.
  • Creating Ortto tasks to follow up on PandaDoc documents nearing expiration.

Can I use JavaScript to customize my Ortto-PandaDoc workflow logic?

Yes! Latenode's JavaScript node allows for complex customizations beyond simple integrations, tailoring workflows to precise business needs.

Are there any limitations to the Ortto and PandaDoc integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex PandaDoc document structures may require custom JavaScript handling.
  • Rate limits on the Ortto and PandaDoc APIs can affect high-volume workflows.
  • Real-time updates between apps depend on API polling intervals.

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