PandaDoc and Atera Integration

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Automatically generate and send contracts from Atera using PandaDoc when a ticket status changes, scaling your documentation workflows affordably on Latenode's execution-based pricing. Streamline service agreements by connecting PandaDoc templates directly to Atera's client data using our visual editor and bring custom logic to document automation with JavaScript.

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PandaDoc

Atera

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect PandaDoc and Atera

Create a New Scenario to Connect PandaDoc and Atera

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

Add the PandaDoc Node

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

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Configure the PandaDoc

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

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Run node once

Add the Atera Node

Next, click the plus (+) icon on the PandaDoc node, select Atera from the list of available apps, and choose the action you need from the list of nodes within Atera.

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Authenticate Atera

Now, click the Atera node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Atera settings. Authentication allows you to use Atera through Latenode.

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Configure the PandaDoc and Atera 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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Set Up the PandaDoc and Atera 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 PandaDoc, Atera, 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 PandaDoc and Atera integration works as expected. Depending on your setup, data should flow between PandaDoc and Atera (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect PandaDoc and Atera

PandaDoc + Atera + Slack: When a document's status changes to 'Signed' in PandaDoc, a new customer is created in Atera. Subsequently, a message is sent to a designated Slack channel to notify the account manager about the new customer.

Atera + PandaDoc + Google Sheets: When a new customer is created in Atera, a service agreement document is automatically generated in PandaDoc from a template. The customer's data and document link are then saved in a new row in Google Sheets for record-keeping.

PandaDoc and Atera integration alternatives

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.

About Atera

Use Atera with Latenode to automate IT support tasks. Trigger workflows on alerts, automatically create tickets, or update asset info. Integrate Atera's monitoring data with other apps for deeper insights and faster issue resolution. Customize rules and actions using Latenode's visual editor or JavaScript for precise automation.

See how Latenode works

FAQ PandaDoc and Atera

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

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

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

Can I automatically create PandaDoc proposals from new Atera tickets?

Yes, you can! Latenode allows automated workflows, triggering PandaDoc proposal creation upon new Atera tickets. Benefit: faster response times and improved customer satisfaction.

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

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

  • Automatically updating Atera tickets when a PandaDoc document is completed.
  • Creating PandaDoc documents from Atera customer information.
  • Sending Atera notifications upon PandaDoc document status changes.
  • Generating Atera project invoices based on signed PandaDoc proposals.
  • Tracking PandaDoc document status within Atera customer records.

HowscalablesolutionswithPandaDocinLatenode?

Latenodeprovidesrobustscalability.HandleincreasingPandaDocdocumentvolumeeffortlesslybyleveragingLatenode'sadaptableinfrastructureand nodereplicationfeatures.

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

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

  • Complex PandaDoc document structures may require advanced configuration.
  • Atera API rate limits may impact high-volume data synchronization.
  • Custom field mapping requires careful setup to ensure data accuracy.

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