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Automatically create PandaDoc contracts when deals reach specific stages in Close CRM, and use Latenode's visual editor to add custom logic or integrate external data sources, all while paying only for execution time.
Connect PandaDoc and Close CRM in minutes with Latenode.
Create PandaDoc to Close CRM workflow
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PandaDoc
Close CRM
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Create a New Scenario to Connect PandaDoc and Close CRM
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 Close CRM will be your first step. To do this, click "Choose an app," find PandaDoc or Close CRM, 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 Close CRM Node
Next, click the plus (+) icon on the PandaDoc node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
PandaDoc
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Close CRM
Authenticate Close CRM
Now, click the Close CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Close CRM settings. Authentication allows you to use Close CRM through Latenode.
Configure the PandaDoc and Close CRM 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 Close CRM 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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Close CRM
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, Close CRM, 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 Close CRM integration works as expected. Depending on your setup, data should flow between PandaDoc and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
PandaDoc + Close CRM + Slack: When a PandaDoc document status changes, find the associated lead in Close CRM and send a Slack message to the relevant sales channel.
Close CRM + PandaDoc + Google Sheets: When a lead status changes in Close CRM, find associated documents in PandaDoc and log document details, along with the Close CRM lead ID, in a Google Sheet for reporting.
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 Close CRM
Automate Close CRM tasks in Latenode to streamline sales processes. Automatically update deals, create tasks, or trigger follow-ups based on custom events. Integrate Close CRM with other apps like Slack or Google Sheets to centralize your data and communication flows using Latenode’s visual editor and flexible logic.
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How can I connect my PandaDoc account to Close CRM using Latenode?
To connect your PandaDoc account to Close CRM on Latenode, follow these steps:
Can I automatically update Close CRM when a PandaDoc is completed?
Yes! Latenode lets you trigger updates in Close CRM upon PandaDoc completion, keeping your sales pipeline current. Use no-code or JavaScript for advanced logic.
What types of tasks can I perform by integrating PandaDoc with Close CRM?
Integrating PandaDoc with Close CRM allows you to perform various tasks, including:
Can I use custom JavaScript with PandaDoc and Close CRM in Latenode?
Yes, Latenode allows custom JavaScript code within your workflows, enabling sophisticated data manipulation and integration logic beyond standard no-code options.
Are there any limitations to the PandaDoc and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: