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Automatically generate PandaDoc proposals from new RD Station leads, tailoring content dynamically with Latenode's no-code visual editor. Track document status changes directly within RD Station, enhancing sales efficiency and closing deals faster while paying only for execution time.
Connect RD Station and PandaDoc in minutes with Latenode.
Create RD Station to PandaDoc workflow
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Create a New Scenario to Connect RD Station and PandaDoc
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 RD Station, triggered by another scenario, or executed manually (for testing purposes). In most cases, RD Station or PandaDoc will be your first step. To do this, click "Choose an app," find RD Station or PandaDoc, and select the appropriate trigger to start the scenario.
Add the RD Station Node
Select the RD Station node from the app selection panel on the right.
RD Station
Configure the RD Station
Click on the RD Station node to configure it. You can modify the RD Station URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the PandaDoc Node
Next, click the plus (+) icon on the RD Station node, select PandaDoc from the list of available apps, and choose the action you need from the list of nodes within PandaDoc.
RD Station
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PandaDoc
Authenticate PandaDoc
Now, click the PandaDoc node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your PandaDoc settings. Authentication allows you to use PandaDoc through Latenode.
Configure the RD Station and PandaDoc 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 RD Station and PandaDoc Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
β
AI Anthropic Claude 3
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PandaDoc
Trigger on Webhook
β
RD Station
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β
Iterator
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Webhook response
Save and Activate the Scenario
After configuring RD Station, PandaDoc, 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 RD Station and PandaDoc integration works as expected. Depending on your setup, data should flow between RD Station and PandaDoc (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
PandaDoc + RD Station + Google Sheets: When a PandaDoc document status changes (e.g., completed), find the corresponding lead in RD Station. Then, update a Google Sheet with the document status and RD Station lead information for reporting purposes.
PandaDoc + RD Station + Slack: When a PandaDoc document's status changes to 'completed', find the associated lead in RD Station. Then, send a congratulatory direct message to that lead via Slack.
About RD Station
Use RD Station in Latenode to automate marketing tasks. Update leads, trigger personalized emails, and track campaign performance, all inside automated workflows. Integrate RD Station data with other apps, enrich with AI, and build custom logic without code. Scale your marketing automation affordably and visually.
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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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How can I connect my RD Station account to PandaDoc using Latenode?
To connect your RD Station account to PandaDoc on Latenode, follow these steps:
Can I automatically generate proposals upon lead conversion?
Yes, you can! Latenode enables you to trigger PandaDoc proposal generation directly from RD Station lead status changes, streamlining your sales process with no-code automation.
What types of tasks can I perform by integrating RD Station with PandaDoc?
Integrating RD Station with PandaDoc allows you to perform various tasks, including:
Can I use custom fields from RD Station in PandaDoc?
Yes, Latenode supports mapping custom fields, allowing personalized document generation. Leverage lead data for tailored, automated proposals.
Are there any limitations to the RD Station and PandaDoc integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: