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Automatically update PandaDoc templates with Cloudinary assets. Latenode's visual editor makes dynamic document generation easy, offering advanced customization with JavaScript if you need it, and saves costs with pay-by-execution pricing.
Connect PandaDoc and Cloudinary in minutes with Latenode.
Create PandaDoc to Cloudinary workflow
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Create a New Scenario to Connect PandaDoc and Cloudinary
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 Cloudinary will be your first step. To do this, click "Choose an app," find PandaDoc or Cloudinary, 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 Cloudinary Node
Next, click the plus (+) icon on the PandaDoc node, select Cloudinary from the list of available apps, and choose the action you need from the list of nodes within Cloudinary.
PandaDoc
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Cloudinary
Authenticate Cloudinary
Now, click the Cloudinary node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Cloudinary settings. Authentication allows you to use Cloudinary through Latenode.
Configure the PandaDoc and Cloudinary 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 Cloudinary 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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Cloudinary
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, Cloudinary, 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 Cloudinary integration works as expected. Depending on your setup, data should flow between PandaDoc and Cloudinary (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
PandaDoc + Cloudinary + Google Drive: When a PandaDoc document status changes to 'Completed', download the document as a PDF. Then, upload any images used in the document to Cloudinary for optimization. Finally, store the optimized images and the PDF in a specified Google Drive folder.
Cloudinary + PandaDoc + Airtable: When a new resource is uploaded to Cloudinary, create a new PandaDoc document from a specified template, including the newly uploaded image. Then, create a new record in Airtable, linking the PandaDoc document and the Cloudinary image asset for tracking.
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 Cloudinary
Automate image and video optimization with Cloudinary in Latenode. Resize, convert, and deliver media assets based on triggers or data from any app. Streamline content workflows by integrating Cloudinary’s powerful transformations directly into your automated processes, reducing manual work. Scale efficiently and pay only for execution time.
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How can I connect my PandaDoc account to Cloudinary using Latenode?
To connect your PandaDoc account to Cloudinary on Latenode, follow these steps:
Can I automatically update PandaDoc templates with Cloudinary images?
Yes, you can! Latenode enables seamless updating of PandaDoc templates, pulling images directly from Cloudinary. This saves time and ensures consistent branding across documents.
What types of tasks can I perform by integrating PandaDoc with Cloudinary?
Integrating PandaDoc with Cloudinary allows you to perform various tasks, including:
Can I use JavaScript to manipulate data between PandaDoc and Cloudinary?
Yes, Latenode's JavaScript blocks offer advanced data manipulation, transforming and customizing data flow between PandaDoc and Cloudinary.
Are there any limitations to the PandaDoc and Cloudinary integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: