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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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Create a New Scenario to Connect PandaDoc and Atera
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β 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.
PandaDoc
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.
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.
PandaDoc
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Atera
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.
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.
Set Up the PandaDoc and Atera Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Atera
Trigger on Webhook
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PandaDoc
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring PandaDoc, Atera, and any additional nodes, donβt 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 βRun onceβ 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.
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.
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 β saving time and ensuring data accuracy across systems. Scales easily.
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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.
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How can I connect my PandaDoc account to Atera using Latenode?
To connect your PandaDoc account to Atera on Latenode, follow these steps:
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:
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: