PandaDoc and ConvertAPI Integration

90% cheaper with Latenode

AI agent that builds your workflows for you

Hundreds of apps to connect

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.

Swap Apps

PandaDoc

ConvertAPI

Step 1: Choose a Trigger

Step 2: Choose an Action

When this happens...

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

description of the trigger

Name of node

action, for one, delete

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Do this.

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

description of the trigger

Name of node

action, for one, delete

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Try it now

No credit card needed

Without restriction

How to connect PandaDoc and ConvertAPI

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.

+
1

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.

+
1

PandaDoc

Node type

#1 PandaDoc

/

Name

Untitled

Connection *

Select

Map

Connect PandaDoc

Sign In

Run node once

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.

1

PandaDoc

+
2

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.

1

PandaDoc

+
2

ConvertAPI

Node type

#2 ConvertAPI

/

Name

Untitled

Connection *

Select

Map

Connect ConvertAPI

Sign In

Run node once

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.

1

PandaDoc

+
2

ConvertAPI

Node type

#2 ConvertAPI

/

Name

Untitled

Connection *

Select

Map

Connect ConvertAPI

ConvertAPI Oauth 2.0

#66e212yt846363de89f97d54
Change

Select an action *

Select

Map

The action ID

Run node once

Set Up the PandaDoc and ConvertAPI Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
5

JavaScript

6

AI Anthropic Claude 3

+
7

ConvertAPI

1

Trigger on Webhook

2

PandaDoc

3

Iterator

+
4

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.

Most powerful ways to connect PandaDoc and ConvertAPI

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.

PandaDoc and ConvertAPI integration alternatives

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.

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.

See how Latenode works

FAQ PandaDoc and ConvertAPI

How can I connect my PandaDoc account to ConvertAPI using Latenode?

To connect your PandaDoc account to ConvertAPI on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select PandaDoc and click on "Connect".
  • Authenticate your PandaDoc and ConvertAPI accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

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:

  • Automatically converting completed PandaDoc agreements into archival-friendly PDF/A format.
  • Generating optimized thumbnails of PandaDoc documents for internal dashboards.
  • Converting documents to editable formats post-signature for further processing.
  • Creating watermarked versions of PandaDoc proposals before sending to clients.
  • Compressing large PandaDoc-generated reports for easy sharing via email.

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:

  • Complex formatting in PandaDoc documents might not translate perfectly in ConvertAPI.
  • Large document conversion with ConvertAPI may consume significant processing time.
  • Real-time conversion speed depends on the chosen ConvertAPI plan limitations.

Try now