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Automatically update Nimble with PandaDoc contract statuses and data. Latenode’s visual editor simplifies the build while JavaScript nodes add needed customization, creating a seamless sales workflow that scales affordably.
Connect PandaDoc and Nimble in minutes with Latenode.
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Create a New Scenario to Connect PandaDoc and Nimble
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 Nimble will be your first step. To do this, click "Choose an app," find PandaDoc or Nimble, 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 Nimble Node
Next, click the plus (+) icon on the PandaDoc node, select Nimble from the list of available apps, and choose the action you need from the list of nodes within Nimble.
PandaDoc
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Nimble
Authenticate Nimble
Now, click the Nimble node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Nimble settings. Authentication allows you to use Nimble through Latenode.
Configure the PandaDoc and Nimble 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 Nimble 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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Nimble
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, Nimble, 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 Nimble integration works as expected. Depending on your setup, data should flow between PandaDoc and Nimble (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
PandaDoc + Nimble + Slack: When a document's status changes in PandaDoc, the automation updates the contact details in Nimble and sends a notification to a Slack channel.
Nimble + PandaDoc + Google Sheets: When a new contact is created in Nimble, a PandaDoc proposal is generated, and the document details are logged in a Google Sheet.
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 Nimble
Use Nimble within Latenode to enrich contact data and automate outreach. Update your CRM, personalize emails, and trigger follow-ups based on engagement—all visually. Latenode handles the workflow logic and scale, while Nimble provides targeted contact intelligence for smarter automation.
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How can I connect my PandaDoc account to Nimble using Latenode?
To connect your PandaDoc account to Nimble on Latenode, follow these steps:
Can I automatically update Nimble contacts when PandaDoc documents are completed?
Yes, you can! Latenode allows you to trigger updates in Nimble upon PandaDoc document completion, ensuring your contact information is always current and saving you valuable time.
What types of tasks can I perform by integrating PandaDoc with Nimble?
Integrating PandaDoc with Nimble allows you to perform various tasks, including:
HowsecureisthePandaDocNimbleintegrationonLatenode?
Latenode uses industry-standard security measures, including encryption, to protect your data during PandaDoc and Nimble integration, ensuring secure automation.
Are there any limitations to the PandaDoc and Nimble integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: