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Automatically trigger personalized follow-up calls via OpenPhone after PandaDoc document views or completions. Latenode's visual editor makes complex conditional logic easy, while affordable pricing lets you scale outreach without cost concerns.
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Create a New Scenario to Connect PandaDoc and OpenPhone
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 OpenPhone will be your first step. To do this, click "Choose an app," find PandaDoc or OpenPhone, 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 OpenPhone Node
Next, click the plus (+) icon on the PandaDoc node, select OpenPhone from the list of available apps, and choose the action you need from the list of nodes within OpenPhone.
PandaDoc
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OpenPhone
Authenticate OpenPhone
Now, click the OpenPhone node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your OpenPhone settings. Authentication allows you to use OpenPhone through Latenode.
Configure the PandaDoc and OpenPhone 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 OpenPhone 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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OpenPhone
Trigger on Webhook
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PandaDoc
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β
Iterator
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Webhook response
Save and Activate the Scenario
After configuring PandaDoc, OpenPhone, 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 OpenPhone integration works as expected. Depending on your setup, data should flow between PandaDoc and OpenPhone (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
PandaDoc + Slack: When a document's status changes to 'signed' in PandaDoc, a message is sent to a designated Slack channel to notify the sales team for immediate follow-up.
OpenPhone + HubSpot + PandaDoc: When a new call engagement is logged in HubSpot, retrieve contact details, and then automatically create and send a PandaDoc proposal using a predefined template.
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 OpenPhone
Use OpenPhone in Latenode to automate SMS and call workflows. Log activities, trigger actions based on call outcomes, and sync data to CRMs. By using Latenode, you orchestrate OpenPhone within complex workflows, adding logic and integrations not available in OpenPhone alone. Scale customer communication using no-code tools and AI.
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How can I connect my PandaDoc account to OpenPhone using Latenode?
To connect your PandaDoc account to OpenPhone on Latenode, follow these steps:
Can I automatically update PandaDoc statuses from OpenPhone activity?
Yes, you can! Latenode lets you trigger updates in PandaDoc based on OpenPhone events. This streamlines workflows and keeps your document management automatically aligned with customer communications.
What types of tasks can I perform by integrating PandaDoc with OpenPhone?
Integrating PandaDoc with OpenPhone allows you to perform various tasks, including:
HowsecureisthePandaDocintegrationwithinLatenode'splatform?
Latenode employs robust security measures, including encryption and secure authentication, ensuring that your PandaDoc data remains protected during integration and workflow execution.
Are there any limitations to the PandaDoc and OpenPhone integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: