PandaDoc and TidyCal Integration

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Automatically send PandaDoc contracts after new TidyCal bookings. Latenode’s visual editor makes it simple to customize your contract workflows with JavaScript, so every booking triggers the perfect, personalized agreement. Scale affordably without per-step costs.

Swap Apps

PandaDoc

TidyCal

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect PandaDoc and TidyCal

Create a New Scenario to Connect PandaDoc and TidyCal

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 TidyCal will be your first step. To do this, click "Choose an app," find PandaDoc or TidyCal, 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.

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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.

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PandaDoc

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#1 PandaDoc

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Connection *

Select

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Connect PandaDoc

Sign In

Run node once

Add the TidyCal Node

Next, click the plus (+) icon on the PandaDoc node, select TidyCal from the list of available apps, and choose the action you need from the list of nodes within TidyCal.

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PandaDoc

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TidyCal

Authenticate TidyCal

Now, click the TidyCal node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your TidyCal settings. Authentication allows you to use TidyCal through Latenode.

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PandaDoc

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TidyCal

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#2 TidyCal

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Connection *

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Connect TidyCal

Sign In

Run node once

Configure the PandaDoc and TidyCal Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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PandaDoc

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TidyCal

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Map

Connect TidyCal

TidyCal Oauth 2.0

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Change

Select an action *

Select

Map

The action ID

Run node once

Set Up the PandaDoc and TidyCal Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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JavaScript

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AI Anthropic Claude 3

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TidyCal

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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, TidyCal, 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 TidyCal integration works as expected. Depending on your setup, data should flow between PandaDoc and TidyCal (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect PandaDoc and TidyCal

TidyCal + PandaDoc + Zoom: When a new booking is made in TidyCal, a PandaDoc contract is created from a template and a Zoom meeting is created for the scheduled time.

PandaDoc + TidyCal + Salesforce: When a PandaDoc document's status changes to signed, TidyCal creates a booking for an onboarding call, and Salesforce updates a record, such as the opportunity stage.

PandaDoc and TidyCal integration alternatives

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.

About TidyCal

TidyCal in Latenode streamlines appointment scheduling. Automate follow-ups, CRM updates, or payment processing after each booking. Use Latenode to connect TidyCal to any app via API, transform booking data with JavaScript, and build custom workflows without code. No per-step cost, full control.

See how Latenode works

FAQ PandaDoc and TidyCal

How can I connect my PandaDoc account to TidyCal using Latenode?

To connect your PandaDoc account to TidyCal on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select PandaDoc and click on "Connect".
  • Authenticate your PandaDoc and TidyCal accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically send PandaDocs after booking?

Yes, you can! Latenode lets you trigger PandaDoc document creation upon new TidyCal bookings. This ensures timely delivery of contracts or proposals, streamlining your sales cycle.

What types of tasks can I perform by integrating PandaDoc with TidyCal?

Integrating PandaDoc with TidyCal allows you to perform various tasks, including:

  • Create a PandaDoc document when a new TidyCal booking is made.
  • Update PandaDoc document status based on TidyCal booking events.
  • Send personalized PandaDoc proposals after specific TidyCal meeting types.
  • Automatically archive PandaDoc documents after a TidyCal event concludes.
  • Use data from TidyCal bookings to pre-fill PandaDoc document fields.

How can I customize PandaDoc document creation on Latenode?

Latenode allows full customization. You can use JavaScript blocks and AI steps to manipulate data and tailor documents based on booking details.

Are there any limitations to the PandaDoc and TidyCal integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex PandaDoc template structures might require advanced configuration.
  • Rate limits of the PandaDoc and TidyCal APIs may affect high-volume workflows.
  • Custom JavaScript code requires a basic understanding of scripting.

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