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How to connect Soax and PandaDoc
Create a New Scenario to Connect Soax 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 Soax, triggered by another scenario, or executed manually (for testing purposes). In most cases, Soax or PandaDoc will be your first step. To do this, click "Choose an app," find Soax or PandaDoc, and select the appropriate trigger to start the scenario.
Add the Soax Node
Select the Soax node from the app selection panel on the right.
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Add the PandaDoc Node
Next, click the plus (+) icon on the Soax 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 Soax 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 Soax 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 Soax, 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 Soax and PandaDoc integration works as expected. Depending on your setup, data should flow between Soax 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 Soax and PandaDoc
Salesforce + Soax + PandaDoc: When a new lead is created in Salesforce, use Soax to enrich lead data, then generate a contract in PandaDoc using a predefined template. The lead's enriched data is used to populate the contract.
PandaDoc + Soax + Slack: When a PandaDoc proposal is signed, retrieve lead details using Soax and send a notification to the sales team in Slack, including the enriched lead information.
Soax and PandaDoc integration alternatives
About Soax
Use Soax proxies in Latenode for reliable data extraction and automation that avoids blocks. Integrate Soax into your Latenode workflows to scrape websites, automate social media tasks, or monitor pricing changes without IP restrictions. Scale your data gathering processes using Latenode's visual editor and scheduling tools for consistent, error-free performance.
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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 Soax and PandaDoc
How can I connect my Soax account to PandaDoc using Latenode?
To connect your Soax account to PandaDoc on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Soax and click on "Connect".
- Authenticate your Soax and PandaDoc accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send PandaDoc contracts after Soax lead gen?
Yes, you can! Latenode lets you trigger PandaDoc contract creation directly from Soax leads. Automate follow-ups and accelerate your sales cycle with powerful no-code workflows.
What types of tasks can I perform by integrating Soax with PandaDoc?
Integrating Soax with PandaDoc allows you to perform various tasks, including:
- Automatically creating PandaDoc documents from new Soax lead data.
- Sending personalized contracts to Soax leads based on specific criteria.
- Updating Soax records when a PandaDoc document is completed.
- Tracking the status of PandaDoc documents within your Soax dashboard.
- Generating reports combining Soax lead information and PandaDoc data.
Can I use custom code to enhance the Soax PandaDoc integration?
Yes! Latenode allows you to add JavaScript code to customize data transformations and create unique workflows beyond basic integration capabilities.
Are there any limitations to the Soax and PandaDoc integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data mapping may require some initial setup.
- Rate limits of Soax and PandaDoc APIs apply.
- Custom templates in PandaDoc need to be pre-configured.
