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Automatically add contacts from signed PandaDoc documents to your Sendy email lists. Latenode's visual editor and affordable execution pricing makes scaling document-driven email campaigns easier. Customize with Javascript and NPM.
Connect PandaDoc and Sendy in minutes with Latenode.
Create PandaDoc to Sendy workflow
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PandaDoc
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Create a New Scenario to Connect PandaDoc and Sendy
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 Sendy will be your first step. To do this, click "Choose an app," find PandaDoc or Sendy, 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 Sendy Node
Next, click the plus (+) icon on the PandaDoc node, select Sendy from the list of available apps, and choose the action you need from the list of nodes within Sendy.
PandaDoc
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Sendy
Authenticate Sendy
Now, click the Sendy node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Sendy settings. Authentication allows you to use Sendy through Latenode.
Configure the PandaDoc and Sendy 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 Sendy 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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Sendy
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, Sendy, 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 Sendy integration works as expected. Depending on your setup, data should flow between PandaDoc and Sendy (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
PandaDoc + HubSpot + Sendy: When a PandaDoc document status changes to 'Completed', create or update a contact in HubSpot with the information from the document. Then, add the subscriber to a specified welcome email sequence in Sendy.
Sendy + WooCommerce + PandaDoc: When a new customer subscribes via Sendy, find the customer in WooCommerce to retrieve their purchase history. Based on the purchase history, automatically generate a personalized welcome offer in PandaDoc.
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 Sendy
Use Sendy in Latenode to automate email campaigns without complex coding. Trigger campaigns based on events in other apps (CRM, e-commerce). Latenode lets you process data, filter recipients, and personalize emails with JavaScript or AI nodes before sending via Sendy. Scale outreach efficiently and track results within your workflows.
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How can I connect my PandaDoc account to Sendy using Latenode?
To connect your PandaDoc account to Sendy on Latenode, follow these steps:
Can I automatically update Sendy with new PandaDoc contacts?
Yes, you can! Latenode’s visual editor makes it easy to automatically add new PandaDoc contacts to Sendy lists, ensuring your marketing is always up-to-date and targeted.
What types of tasks can I perform by integrating PandaDoc with Sendy?
Integrating PandaDoc with Sendy allows you to perform various tasks, including:
How secure is PandaDoc data when using Latenode integration?
Latenode employs robust security measures, including encryption and access controls, to protect your PandaDoc data during integration and workflow execution.
Are there any limitations to the PandaDoc and Sendy integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: