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How to connect Smsapi and PandaDoc
Create a New Scenario to Connect Smsapi and PandaDoc
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 Smsapi, triggered by another scenario, or executed manually (for testing purposes). In most cases, Smsapi or PandaDoc will be your first step. To do this, click "Choose an app," find Smsapi or PandaDoc, and select the appropriate trigger to start the scenario.
Add the Smsapi Node
Select the Smsapi node from the app selection panel on the right.
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Add the PandaDoc Node
Next, click the plus (+) icon on the Smsapi node, select PandaDoc from the list of available apps, and choose the action you need from the list of nodes within PandaDoc.
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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 Smsapi 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 Smsapi and PandaDoc 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Smsapi, PandaDoc, 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 Smsapi and PandaDoc integration works as expected. Depending on your setup, data should flow between Smsapi and PandaDoc (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Smsapi and PandaDoc
HubSpot + PandaDoc + Smsapi: When a deal reaches a specific stage in HubSpot, a PandaDoc contract is created and sent to the contact. Upon the contract being signed, an SMS notification is sent to the contact.
PandaDoc + Smsapi + Google Sheets: When a document's status changes to completed in PandaDoc, an SMS confirmation message is sent via Smsapi, and the document details are logged in a Google Sheet.
Smsapi and PandaDoc integration alternatives
About Smsapi
Use Smsapi in Latenode to automate SMS notifications and alerts within your workflows. Send appointment reminders, order updates, or critical alerts automatically based on triggers from your apps. Unlike basic SMS integrations, Latenode allows you to customize messages with data transformations and conditional logic, ensuring relevant and timely communication for each user, scaling with your business needs.
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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 – saving time and ensuring data accuracy across systems. Scales easily.
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See how Latenode works
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FAQ Smsapi and PandaDoc
How can I connect my Smsapi account to PandaDoc using Latenode?
To connect your Smsapi account to PandaDoc on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Smsapi and click on "Connect".
- Authenticate your Smsapi and PandaDoc accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I send SMS updates on PandaDoc status changes?
Yes, with Latenode! Trigger SMSapi messages upon PandaDoc events. Automate notifications and keep clients informed using no-code blocks and advanced logic.
What types of tasks can I perform by integrating Smsapi with PandaDoc?
Integrating Smsapi with PandaDoc allows you to perform various tasks, including:
- Send SMS reminders for pending PandaDoc signatures.
- Automatically update contact info in Smsapi after a document is signed.
- Trigger PandaDoc document creation when an SMS keyword is received.
- Send summary SMS messages of finalized PandaDoc agreements.
- Alert internal teams via SMS when a high-value PandaDoc is completed.
Can I use custom JavaScript code with Smsapi in Latenode?
Yes, you can! Latenode enables custom JavaScript within your Smsapi flows. Transform data and build complex logic beyond simple integrations.
Are there any limitations to the Smsapi and PandaDoc integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits from Smsapi and PandaDoc apply.
- Advanced PandaDoc logic requires a paid PandaDoc plan.
- Complex data transformations may need custom JavaScript.
