

90% cheaper with Latenode
AI agent that builds your workflows for you
Hundreds of apps to connect
Automatically send personalized PandaDoc contracts triggered by Instantly lead gen campaigns. Latenode's visual editor simplifies complex logic, while affordable pricing scales with your outreach. Use JavaScript for advanced document customization.
Connect PandaDoc and Instantly in minutes with Latenode.
Create PandaDoc to Instantly workflow
Start for free
Automate your workflow
Swap Apps
PandaDoc
Instantly
No credit card needed
Without restriction
Create a New Scenario to Connect PandaDoc and Instantly
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 Instantly will be your first step. To do this, click "Choose an app," find PandaDoc or Instantly, 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 Instantly Node
Next, click the plus (+) icon on the PandaDoc node, select Instantly from the list of available apps, and choose the action you need from the list of nodes within Instantly.
PandaDoc
⚙
Instantly
Authenticate Instantly
Now, click the Instantly node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Instantly settings. Authentication allows you to use Instantly through Latenode.
Configure the PandaDoc and Instantly 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 Instantly Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
⚙
AI Anthropic Claude 3
⚙
Instantly
Trigger on Webhook
⚙
PandaDoc
⚙
⚙
Iterator
⚙
Webhook response
Save and Activate the Scenario
After configuring PandaDoc, Instantly, 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 Instantly integration works as expected. Depending on your setup, data should flow between PandaDoc and Instantly (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
PandaDoc + Salesforce + Instantly: When a PandaDoc document's status changes to 'signed', a new lead is created in Salesforce, and that lead is then added to an outreach sequence in Instantly.
Instantly + PandaDoc + HubSpot: When a new lead is created in Instantly, a PandaDoc document is created from a template and sent to the lead, and the HubSpot contact is updated with the PandaDoc information.
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.
Similar apps
Related categories
About Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
Similar apps
Related categories
How can I connect my PandaDoc account to Instantly using Latenode?
To connect your PandaDoc account to Instantly on Latenode, follow these steps:
Can I automatically send PandaDoc proposals after new Instantly lead activity?
Yes, you can! Latenode lets you trigger PandaDoc proposal creation upon Instantly events, streamlining sales processes and reducing manual effort. Build complex automation visually and add custom JavaScript.
What types of tasks can I perform by integrating PandaDoc with Instantly?
Integrating PandaDoc with Instantly allows you to perform various tasks, including:
What PandaDoc document events can trigger Latenode automations?
Latenode supports triggers on PandaDoc events like document creation, completion, sending, and specific field updates to start your workflows.
Are there any limitations to the PandaDoc and Instantly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: