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Automatically send PandaDoc contracts when new leads appear in Realgeeks. Latenode's visual editor makes building this automation simple, and affordable pay-by-execution pricing helps you scale without cost concerns.
Connect PandaDoc and Realgeeks in minutes with Latenode.
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Create a New Scenario to Connect PandaDoc and Realgeeks
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 Realgeeks will be your first step. To do this, click "Choose an app," find PandaDoc or Realgeeks, 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 Realgeeks Node
Next, click the plus (+) icon on the PandaDoc node, select Realgeeks from the list of available apps, and choose the action you need from the list of nodes within Realgeeks.
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Realgeeks
Authenticate Realgeeks
Now, click the Realgeeks node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Realgeeks settings. Authentication allows you to use Realgeeks through Latenode.
Configure the PandaDoc and Realgeeks 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 Realgeeks 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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Realgeeks
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, Realgeeks, 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 Realgeeks integration works as expected. Depending on your setup, data should flow between PandaDoc and Realgeeks (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
PandaDoc + Realgeeks + Slack: When a PandaDoc document status changes to 'completed', the Realgeeks lead associated with the document is updated. A Slack message is then sent to a specified channel to notify the agent.
Realgeeks + PandaDoc + Google Sheets: When a new lead is created in Realgeeks, track the lead's information, along with the status of any associated PandaDoc proposals, in a Google Sheet. This allows for easy reporting on lead conversions and proposal progress.
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 Realgeeks
Automate real estate lead management with Realgeeks in Latenode. Update your CRM, trigger follow-up emails, or send SMS alerts automatically when new leads are captured. Latenode’s visual editor and flexible nodes let you filter, enrich, and route lead data based on custom criteria, creating scalable workflows without complex coding.
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How can I connect my PandaDoc account to Realgeeks using Latenode?
To connect your PandaDoc account to Realgeeks on Latenode, follow these steps:
Can I automatically generate PandaDoc proposals from Realgeeks leads?
Yes! Latenode lets you trigger proposal creation in PandaDoc when a new lead is added in Realgeeks. Customize templates and use dynamic data for personalized, automated documents.
What types of tasks can I perform by integrating PandaDoc with Realgeeks?
Integrating PandaDoc with Realgeeks allows you to perform various tasks, including:
Can I use JavaScript to customize my PandaDoc Realgeeks workflows?
Yes, Latenode allows JavaScript code to customize data transformations and complex logic within your PandaDoc and Realgeeks automations.
Are there any limitations to the PandaDoc and Realgeeks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: