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Automatically generate visually consistent PandaDoc documents using Fotor's image editing, with no-code logic in Latenode. Scale custom document creation with affordable execution-based pricing.
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Create a New Scenario to Connect PandaDoc and Fotor
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 Fotor will be your first step. To do this, click "Choose an app," find PandaDoc or Fotor, 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 Fotor Node
Next, click the plus (+) icon on the PandaDoc node, select Fotor from the list of available apps, and choose the action you need from the list of nodes within Fotor.
PandaDoc
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Fotor
Authenticate Fotor
Now, click the Fotor node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Fotor settings. Authentication allows you to use Fotor through Latenode.
Configure the PandaDoc and Fotor 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 Fotor 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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Fotor
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, Fotor, 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 Fotor integration works as expected. Depending on your setup, data should flow between PandaDoc and Fotor (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
PandaDoc + Fotor + Google Drive: When a PandaDoc document status changes to 'Completed', this automation will use Fotor to generate an AI headshot (or edit an existing visual asset). Then, it uploads the image to a specified folder in Google Drive for archival and future use.
Fotor + PandaDoc + Slack: When an AI headshot is generated in Fotor, the automation uploads the image to Google Drive, then uses the Google Drive file to create an attachment in PandaDoc. Finally, a notification is sent to a Slack channel informing the sales team about the new proposal asset, linking to the file in Google Drive.
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 Fotor
Automate image editing with Fotor in Latenode. Fix, enhance, or batch-process images as part of larger workflows. Great for e-commerce (product shots) or marketing (social media). Instead of manual edits, use Fotor's features inside Latenode and trigger them with events or schedules. Streamline design tasks and maintain brand consistency easily.
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How can I connect my PandaDoc account to Fotor using Latenode?
To connect your PandaDoc account to Fotor on Latenode, follow these steps:
Can I automatically update PandaDoc documents with Fotor-edited images?
Yes, you can! Latenode's visual editor and file parsing let you trigger updates automatically. Ensure documents always have the latest visuals and improve accuracy.
What types of tasks can I perform by integrating PandaDoc with Fotor?
Integrating PandaDoc with Fotor allows you to perform various tasks, including:
What PandaDoc actions can I automate using Latenode's integrations?
You can automate document creation, status updates, and data extraction. Latenode extends PandaDoc with AI, custom logic, and multi-app workflows.
Are there any limitations to the PandaDoc and Fotor integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: