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Automatically trigger PandaDoc document creation when deals reach specific stages in NoCRM. Latenode’s visual editor simplifies complex workflows and lets you add custom JavaScript logic for advanced data mapping while keeping costs predictable.
Connect PandaDoc and NoCRM in minutes with Latenode.
Create PandaDoc to NoCRM workflow
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Create a New Scenario to Connect PandaDoc and NoCRM
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 NoCRM will be your first step. To do this, click "Choose an app," find PandaDoc or NoCRM, 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 NoCRM Node
Next, click the plus (+) icon on the PandaDoc node, select NoCRM from the list of available apps, and choose the action you need from the list of nodes within NoCRM.
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NoCRM
Authenticate NoCRM
Now, click the NoCRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your NoCRM settings. Authentication allows you to use NoCRM through Latenode.
Configure the PandaDoc and NoCRM 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 NoCRM 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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NoCRM
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, NoCRM, 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 NoCRM integration works as expected. Depending on your setup, data should flow between PandaDoc and NoCRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
PandaDoc + NoCRM + Slack: When a document's status changes to 'Signed' in PandaDoc, update the associated lead's status in NoCRM and send a notification to the sales team in Slack.
NoCRM + PandaDoc + Google Calendar: When a lead's step changes in NoCRM, create a PandaDoc document from a template and schedule a follow-up meeting in Google Calendar.
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 NoCRM
Use NoCRM with Latenode to automate your sales pipeline. Automatically create new leads, update existing records, or trigger follow-up actions based on status changes. Latenode lets you connect NoCRM data to other apps, enrich it with AI, and build custom workflows for lead qualification, all without code and scalable to your needs.
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How can I connect my PandaDoc account to NoCRM using Latenode?
To connect your PandaDoc account to NoCRM on Latenode, follow these steps:
Can I automatically update NoCRM deals after PandaDoc document completion?
Yes, you can! Latenode lets you trigger updates using PandaDoc webhooks, ensuring NoCRM deal stages reflect the latest document status automatically. Save time and keep data synchronized.
What types of tasks can I perform by integrating PandaDoc with NoCRM?
Integrating PandaDoc with NoCRM allows you to perform various tasks, including:
How to use JavaScript to further customize PandaDoc + NoCRM flows?
Latenode allows embedding JavaScript code to transform data, create custom logic, and handle edge cases, giving you full control over your automation.
Are there any limitations to the PandaDoc and NoCRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: