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Automatically notify your Tamtam channel when a PandaDoc document is completed. Latenode lets you build this with a visual editor and scale it affordably, bypassing per-step pricing, plus customize further with JavaScript.
Connect PandaDoc and Tamtam in minutes with Latenode.
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Create a New Scenario to Connect PandaDoc and Tamtam
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 Tamtam will be your first step. To do this, click "Choose an app," find PandaDoc or Tamtam, 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 Tamtam Node
Next, click the plus (+) icon on the PandaDoc node, select Tamtam from the list of available apps, and choose the action you need from the list of nodes within Tamtam.
PandaDoc
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Tamtam
Authenticate Tamtam
Now, click the Tamtam node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Tamtam settings. Authentication allows you to use Tamtam through Latenode.
Configure the PandaDoc and Tamtam 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 Tamtam 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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Tamtam
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, Tamtam, 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 Tamtam integration works as expected. Depending on your setup, data should flow between PandaDoc and Tamtam (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
PandaDoc + Slack + Tamtam: When a document's status changes in PandaDoc, a notification is sent to a specific Slack user and a Tamtam channel.
Tamtam + PandaDoc + Salesforce: When a new message is posted to a Tamtam channel, a contract draft is created in PandaDoc, and a record is updated in Salesforce.
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 Tamtam
Use Tamtam in Latenode to automate messaging tasks. Send alerts, notifications, or updates based on triggers from other apps. Build workflows to distribute information automatically. Tamtam integration in Latenode avoids manual message sending, saving time. Plus, customize messaging flows with JS or AI for targeted and personalized comms.
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How can I connect my PandaDoc account to Tamtam using Latenode?
To connect your PandaDoc account to Tamtam on Latenode, follow these steps:
Can I get Tamtam alerts for new PandaDoc documents?
Yes, you can! Latenode's visual editor makes it easy to trigger Tamtam notifications upon new PandaDoc document creation, keeping your team instantly informed.
What types of tasks can I perform by integrating PandaDoc with Tamtam?
Integrating PandaDoc with Tamtam allows you to perform various tasks, including:
How secure is my PandaDoc data when using Latenode?
Latenode uses enterprise-grade security, including encryption, to ensure your PandaDoc data is safe during all integrations and automations.
Are there any limitations to the PandaDoc and Tamtam integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: