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Automatically archive signed PandaDoc documents in Confluence. Latenode lets you customize the storage process with JavaScript and scales affordably, only charging for execution time, so compliance reporting is always current.
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Create a New Scenario to Connect PandaDoc and Confluence
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 Confluence will be your first step. To do this, click "Choose an app," find PandaDoc or Confluence, 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 Confluence Node
Next, click the plus (+) icon on the PandaDoc node, select Confluence from the list of available apps, and choose the action you need from the list of nodes within Confluence.
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Confluence
Authenticate Confluence
Now, click the Confluence node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Confluence settings. Authentication allows you to use Confluence through Latenode.
Configure the PandaDoc and Confluence 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 Confluence 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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Confluence
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, Confluence, 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 Confluence integration works as expected. Depending on your setup, data should flow between PandaDoc and Confluence (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
PandaDoc + Confluence + Slack: When a document's status changes in PandaDoc to 'Signed', a summary of the document is posted to a Confluence page, and a notification is sent to the sales team's Slack channel.
Confluence + PandaDoc + Jira: When a new page is created in Confluence, a PandaDoc quote is automatically generated from a template, and a linked Jira task is created to track development.
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 Confluence
Automate Confluence tasks in Latenode: create pages, update content, or trigger workflows when pages change. Connect Confluence to other apps (like Jira or Slack) for streamlined project updates and notifications. Use Latenode’s visual editor and JS node for custom logic and efficient information sharing across teams.
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How can I connect my PandaDoc account to Confluence using Latenode?
To connect your PandaDoc account to Confluence on Latenode, follow these steps:
Can I automatically archive signed PandaDocs in Confluence?
Yes, you can! Latenode enables this with a no-code workflow. Automatically archive signed documents, improving organization & access while saving manual effort.
What types of tasks can I perform by integrating PandaDoc with Confluence?
Integrating PandaDoc with Confluence allows you to perform various tasks, including:
CanIuseJavaScripttomodifyPandaDocdocumentsinLatenode?
Yes!LatenodeallowstheuseofJavaScriptstepsforadvancedPandaDocmanipulation,offeringflexibilitybeyondno-codeoptions.
Are there any limitations to the PandaDoc and Confluence integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: