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Automatically trigger PandaDoc contracts when candidates reach specific Recruitee stages. Latenode's visual editor and affordable execution pricing make scaling complex hiring workflows easier than ever.
Connect PandaDoc and Recruitee in minutes with Latenode.
Create PandaDoc to Recruitee workflow
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Create a New Scenario to Connect PandaDoc and Recruitee
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 Recruitee will be your first step. To do this, click "Choose an app," find PandaDoc or Recruitee, 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 Recruitee Node
Next, click the plus (+) icon on the PandaDoc node, select Recruitee from the list of available apps, and choose the action you need from the list of nodes within Recruitee.
PandaDoc
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Recruitee
Authenticate Recruitee
Now, click the Recruitee node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Recruitee settings. Authentication allows you to use Recruitee through Latenode.
Configure the PandaDoc and Recruitee 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 Recruitee 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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Recruitee
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, Recruitee, 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 Recruitee integration works as expected. Depending on your setup, data should flow between PandaDoc and Recruitee (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
PandaDoc + Recruitee + Slack: When a document status changes in PandaDoc (specifically when a candidate accepts an offer), the automation finds the candidate in Recruitee and sends a notification to a specified Slack channel, informing the recruiting team about the accepted offer.
Recruitee + PandaDoc + Google Sheets: When a candidate reaches a specific stage (e.g., offer stage) in Recruitee, a draft offer document is automatically created in PandaDoc using a predefined template. Simultaneously, the candidate's data and document information are logged to a Google Sheets spreadsheet for tracking and reporting purposes.
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 Recruitee
Automate your hiring process with Recruitee in Latenode. Trigger workflows on new applications to screen candidates, send automated messages, and update other systems. Connect Recruitee to HR tools for seamless data flow and custom talent pipelines. Simplify recruiting tasks using Latenode's visual editor and scaling options.
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How can I connect my PandaDoc account to Recruitee using Latenode?
To connect your PandaDoc account to Recruitee on Latenode, follow these steps:
Can I automatically generate contracts when a candidate reaches a specific stage?
Yes, you can! Latenode's visual editor makes this easy. Automatically trigger PandaDoc contract creation when a candidate moves stages in Recruitee, streamlining your hiring process.
What types of tasks can I perform by integrating PandaDoc with Recruitee?
Integrating PandaDoc with Recruitee allows you to perform various tasks, including:
Can I use JavaScript to customize PandaDoc document generation in Latenode?
Yes! Latenode lets you use JavaScript code blocks to deeply customize PandaDoc document creation, tailoring your workflows for unique use cases.
Are there any limitations to the PandaDoc and Recruitee integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: