This guide will walk you through setting up and using the Creatio integration to create documents with dynamically populated content from your CRM data.
Note: This integration is only available for cloud-based Creatio instances. On-premise Creatio installations are not supported.
Important: Each user in PandaDoc must install the integration with Creatio individually.
Note: This integration is in closed beta. If you’d like to enable it for your account, reach out to our Support team.
Connect Creatio integration
Navigate to Settings > API and Integrations in PandaDoc
Locate and select Creatio from the available integrations
Click Connect to begin the integration setup
Configure Connection
Select OAuth2 or Client Credentials option.
OAuth2
To authorize PandaDoc to connect to your Creatio account, you will need to fill in:
Creatio instance name (your account name part before ".creatio.com" in the URL. If your URL is mycompany.creatio.com, enter mycompany)
Application access value. To find the application access value:
In Creatio, navigate to Settings > System setup > Lookups.
Search for Oauth > select Oauth resource > Open content.
Copy the application access value under the Name column.
Then paste the value here:
Select Authorize > Accept.
That's it! Your account is authorised and connected.
Important: You must run the Actualize CSP header business process and reload the page after the app installation on Creatio instance.
Client Credentials
You can also connect your Creatio account by adding your instance name, user name, and password.
Creatio instance name is your account name part before ".creatio.com" in the URL. If your URL is mycompany.creatio.com, enter mycompany.
Once you select Authorize, your Creatio integration will be connected and ready to use.
Link integration to template
Create a new template or open an existing one
Select +Add step and select Pull data from integration step
Select Creatio
Select the object you'll be pulling the data from. You can select Accounts, Contacts, Opportunities, or Leads.
Add dynamic variables
Select Go to editor on the Variables button to add variables to the template.
Hover over a variable (data field from the selected object in Creatio) and select Copy. Then paste it in a text block in your template.
Add all the variables you need and click Save changes at the top right.
Generate a document
Select Use this template to start document generation.
Choose the specific opportunity/lead/account/contacts record you want to use
Add document recipients
Preview the document to verify all variables are populated correctly
Review the generated document to ensure all information is accurate
Send the document
Generating documents in Creatio
You can also create and manage documents directly within your Creatio workspace.
To do this, first, install the PandaDoc App:
Navigate to the Creatio Marketplace
Search for "PandaDoc"
Click Install
Important: The embedded app can only be installed for the same entities available through the PandaDoc integration: Accounts, Contacts, Opportunities, and Leads.
After installation, you'll need to authorize PandaDoc to access your Creatio data:
Open any supported record (Account, Contact, Opportunity, or Lead)
Locate the PandaDoc app panel (as shown in the screenshot with "Jordan's PandaDoc")
Click the authorization button in the app
Once authorized, the document creation workflow is the same as creating documents from PandaDoc:
Navigate to the record you want to create a document for
Open the PandaDoc embedded app panel
Click +Document
Select your template
The document will automatically populate with data from the current Creatio record
Add recipients and send
