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Automatically generate contracts with PandaDoc when users complete LearnDash courses. Latenode's visual editor makes complex logic simple, while affordable execution-based pricing scales with you.
Connect PandaDoc and LearnDash in minutes with Latenode.
Create PandaDoc to LearnDash workflow
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Create a New Scenario to Connect PandaDoc and LearnDash
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 LearnDash will be your first step. To do this, click "Choose an app," find PandaDoc or LearnDash, 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 LearnDash Node
Next, click the plus (+) icon on the PandaDoc node, select LearnDash from the list of available apps, and choose the action you need from the list of nodes within LearnDash.
PandaDoc
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LearnDash
Authenticate LearnDash
Now, click the LearnDash node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your LearnDash settings. Authentication allows you to use LearnDash through Latenode.
Configure the PandaDoc and LearnDash 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 LearnDash 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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LearnDash
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, LearnDash, 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 LearnDash integration works as expected. Depending on your setup, data should flow between PandaDoc and LearnDash (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
PandaDoc + LearnDash + Slack: When a document's status changes in PandaDoc (specifically, when a course agreement is signed), find the user associated with the document in LearnDash. Then, send a notification to a Slack channel.
LearnDash + PandaDoc + Zoom: When a user completes a course in LearnDash, create a PandaDoc contract from a template for enrollment in an advanced Zoom workshop and add the user as a registrant to the Zoom meeting.
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 LearnDash
Automate LearnDash course management in Latenode. Enroll users automatically, send progress updates, and trigger actions in other apps based on course completion. Keep student data in sync with your CRM and marketing tools. Build custom learning paths visually; scale processes without code or per-step fees.
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How can I connect my PandaDoc account to LearnDash using Latenode?
To connect your PandaDoc account to LearnDash on Latenode, follow these steps:
Can I automatically generate course completion certificates?
Yes, you can! Latenode allows automated PandaDoc document creation upon LearnDash course completion, streamlining certificate delivery. Leverage AI to personalize documents.
What types of tasks can I perform by integrating PandaDoc with LearnDash?
Integrating PandaDoc with LearnDash allows you to perform various tasks, including:
How secure is PandaDoc data when used through Latenode integrations?
Latenode employs robust security measures and encryption to protect your PandaDoc data during integration and workflow execution.
Are there any limitations to the PandaDoc and LearnDash integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: