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Automatically create and send PandaDoc proposals when new Clio clients are added, saving time and ensuring accuracy. Latenode's visual editor and affordable pricing make complex legal automations easier to manage and scale, with options to customize via JavaScript.
Connect PandaDoc and Clio in minutes with Latenode.
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Create a New Scenario to Connect PandaDoc and Clio
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 PandaDoc, triggered by another scenario, or executed manually (for testing purposes). In most cases, PandaDoc or Clio will be your first step. To do this, click "Choose an app," find PandaDoc or Clio, 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 Clio Node
Next, click the plus (+) icon on the PandaDoc node, select Clio from the list of available apps, and choose the action you need from the list of nodes within Clio.
PandaDoc
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Clio
Authenticate Clio
Now, click the Clio node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Clio settings. Authentication allows you to use Clio through Latenode.
Configure the PandaDoc and Clio 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 Clio 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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Clio
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, Clio, 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 PandaDoc and Clio integration works as expected. Depending on your setup, data should flow between PandaDoc and Clio (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
PandaDoc + Slack + Clio: When a document's status changes in PandaDoc (e.g., is signed), a notification is sent to the legal team in Slack, and the corresponding client's file is updated in Clio.
Clio + PandaDoc + QuickBooks: When a new contact is created in Clio, a service agreement is automatically generated in PandaDoc from a template, and a new customer profile is set up in QuickBooks.
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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About Clio
Automate legal workflows with Clio in Latenode. Sync client data, trigger document generation, and manage tasks based on case updates, avoiding manual data entry. Integrate Clio with other apps like email and payment gateways for streamlined legal process automation. Latenode’s visual editor makes building these flows simple.
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How can I connect my PandaDoc account to Clio using Latenode?
To connect your PandaDoc account to Clio on Latenode, follow these steps:
Can I automatically update Clio contacts when a PandaDoc is completed?
Yes, you can! Latenode lets you trigger updates in Clio when a PandaDoc reaches a specific status, keeping contact info current automatically and saving you time.
What types of tasks can I perform by integrating PandaDoc with Clio?
Integrating PandaDoc with Clio allows you to perform various tasks, including:
How secure is my PandaDoc data when using it within Latenode?
Latenode employs robust security measures, including encryption and access controls, ensuring that your PandaDoc data remains safe and secure throughout all workflows.
Are there any limitations to the PandaDoc and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: