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Automatically trigger CloudTalk calls when PandaDoc documents are signed. Build custom workflows with JavaScript and scale affordably on Latenode, paying only for execution time.
Connect PandaDoc and CloudTalk in minutes with Latenode.
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Create a New Scenario to Connect PandaDoc and CloudTalk
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 CloudTalk will be your first step. To do this, click "Choose an app," find PandaDoc or CloudTalk, 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 CloudTalk Node
Next, click the plus (+) icon on the PandaDoc node, select CloudTalk from the list of available apps, and choose the action you need from the list of nodes within CloudTalk.
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CloudTalk
Authenticate CloudTalk
Now, click the CloudTalk node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your CloudTalk settings. Authentication allows you to use CloudTalk through Latenode.
Configure the PandaDoc and CloudTalk 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 CloudTalk 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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CloudTalk
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, CloudTalk, 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 CloudTalk integration works as expected. Depending on your setup, data should flow between PandaDoc and CloudTalk (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
PandaDoc + CloudTalk + Salesforce: When a PandaDoc document status changes to 'signed', a lead is created in Salesforce. A CloudTalk activity is then created to log the call related to the lead.
CloudTalk + PandaDoc + HubSpot: When a new call ends in CloudTalk, a PandaDoc document is created from a template. The contact in HubSpot is then created or updated with data from the call and document.
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 CloudTalk
Automate CloudTalk call and SMS data within Latenode. Trigger workflows on new calls, messages, or agent status changes. Update CRMs, send alerts, or generate reports automatically. Use Latenode's visual editor and data transformation tools to customize call center automations without complex coding, and scale your workflows efficiently.
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How can I connect my PandaDoc account to CloudTalk using Latenode?
To connect your PandaDoc account to CloudTalk on Latenode, follow these steps:
Can I automatically update PandaDoc when calls end?
Yes, with Latenode! Trigger PandaDoc updates based on CloudTalk call data. Log call details, update document statuses, and streamline follow-ups—all automated.
What types of tasks can I perform by integrating PandaDoc with CloudTalk?
Integrating PandaDoc with CloudTalk allows you to perform various tasks, including:
How secure is my PandaDoc data when used with CloudTalk on Latenode?
Latenode uses secure protocols to protect your data. We offer advanced encryption and role-based access controls for maximum security during data transfer.
Are there any limitations to the PandaDoc and CloudTalk integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: