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Automatically convert signed PandaDoc documents to archival PDFs via ConvertAPI. Latenode’s visual editor and affordable execution pricing make document workflow automation simple and scalable. Add custom logic with JavaScript.
Connect PandaDoc and ConvertAPI in minutes with Latenode.
Create PandaDoc to ConvertAPI workflow
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Create a New Scenario to Connect PandaDoc and ConvertAPI
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 ConvertAPI will be your first step. To do this, click "Choose an app," find PandaDoc or ConvertAPI, 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 ConvertAPI Node
Next, click the plus (+) icon on the PandaDoc node, select ConvertAPI from the list of available apps, and choose the action you need from the list of nodes within ConvertAPI.
PandaDoc
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ConvertAPI
Authenticate ConvertAPI
Now, click the ConvertAPI node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your ConvertAPI settings. Authentication allows you to use ConvertAPI through Latenode.
Configure the PandaDoc and ConvertAPI 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 ConvertAPI 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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ConvertAPI
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, ConvertAPI, 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 ConvertAPI integration works as expected. Depending on your setup, data should flow between PandaDoc and ConvertAPI (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
PandaDoc + ConvertAPI + Airtable: When a PandaDoc document status changes (e.g., is finalized), the document is converted to a specified format using ConvertAPI and then stored in Airtable along with other client data.
PandaDoc + ConvertAPI + Google Drive: When a PandaDoc document status changes, the document is converted using ConvertAPI, and the converted file is automatically uploaded to a specified folder in Google Drive for archiving.
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 ConvertAPI
Automate file conversions within Latenode. ConvertAPI handles PDFs, images, documents, and more. Instead of manual uploads or custom code, build automated workflows to convert files as they arrive, then parse data or trigger follow-up actions. Scales easily, no coding needed.
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How can I connect my PandaDoc account to ConvertAPI using Latenode?
To connect your PandaDoc account to ConvertAPI on Latenode, follow these steps:
Can I automatically convert signed PandaDoc documents to PDF?
Yes, you can! Latenode’s visual editor simplifies the process, letting you trigger ConvertAPI upon PandaDoc document completion, ensuring seamless archival and standardized formatting.
What types of tasks can I perform by integrating PandaDoc with ConvertAPI?
Integrating PandaDoc with ConvertAPI allows you to perform various tasks, including:
Can I use webhooks to trigger conversions after PandaDoc completion?
Yes, you can! Latenode supports webhooks for real-time triggers, so documents are converted instantly upon signature, automating your entire workflow.
Are there any limitations to the PandaDoc and ConvertAPI integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: