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Automatically update your Contacts+ records when a PandaDoc document is completed, using Latenode's visual editor to easily map fields and trigger other actions. Scale complex workflows affordably with execution-based pricing.
Connect PandaDoc and Contacts+ in minutes with Latenode.
Create PandaDoc to Contacts+ workflow
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Create a New Scenario to Connect PandaDoc and Contacts+
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β 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 Contacts+ will be your first step. To do this, click "Choose an app," find PandaDoc or Contacts+, 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 Contacts+ Node
Next, click the plus (+) icon on the PandaDoc node, select Contacts+ from the list of available apps, and choose the action you need from the list of nodes within Contacts+.
PandaDoc
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Contacts+
Authenticate Contacts+
Now, click the Contacts+ node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Contacts+ settings. Authentication allows you to use Contacts+ through Latenode.
Configure the PandaDoc and Contacts+ 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 Contacts+ 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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Contacts+
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, Contacts+, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the PandaDoc and Contacts+ integration works as expected. Depending on your setup, data should flow between PandaDoc and Contacts+ (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
PandaDoc + Contacts+ + Google Sheets: When a PandaDoc document's status changes, this automation updates the corresponding contact in Contacts+ and logs the event in a Google Sheet.
Contacts+ + PandaDoc + Slack: When a contact is updated in Contacts+, a PandaDoc proposal is generated from a template and a Slack notification is sent to a specified channel.
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 β saving time and ensuring data accuracy across systems. Scales easily.
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About Contacts+
Use Contacts+ in Latenode to centralize contact data across platforms. Automate cleaning, deduplication, and enrichment processes. Sync updated contact details to your CRM or marketing tools. Latenode lets you build flexible flows and custom logic to manage contacts more efficiently and without manual data entry.
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How can I connect my PandaDoc account to Contacts+ using Latenode?
To connect your PandaDoc account to Contacts+ on Latenode, follow these steps:
Can I automatically update contact details after document completion?
Yes, you can! Latenode's visual editor makes it simple to trigger Contacts+ updates when a PandaDoc document is completed, ensuring your contact information is always current and accurate.
What types of tasks can I perform by integrating PandaDoc with Contacts+?
Integrating PandaDoc with Contacts+ allows you to perform various tasks, including:
Can I use JavaScript code to extend PandaDoc's functionality?
Yes! Latenode lets you use JavaScript to customize PandaDoc workflows, handle complex logic, and tailor the integration to your precise needs.
Are there any limitations to the PandaDoc and Contacts+ integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: