How to Send Fluent Affiliate Data to PandaDoc

PandaDoc is a document automation platform. Here is how to pipe Fluent Affiliate affiliate data straight into PandaDoc using Advanced Form Integration. The setup takes about five minutes and runs entirely on your own server.

The direct approach

AFI delivers affiliate and referral data straight from WordPress to PandaDoc. No third-party cloud, no per-task fees, and every request is logged for troubleshooting.

What you will need

• A WordPress site with Fluent Affiliate installed and configured.
• A PandaDoc account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect PandaDoc to AFI

1. Log in to your PandaDoc account.
2. Go to Settings → API and copy your API Key.
3. In WordPress, go to AFI → Settings → PandaDoc.
4. Paste the API Key and click Save Changes.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it Fluent Affiliate to PandaDoc.

2. Pick your trigger

Select Fluent Affiliate as the form provider. AFI fires when an affiliate registers or a referral is generated, giving you access to affiliate details, referral amounts, and commission data.

3. Select PandaDoc as the destination

Choose PandaDoc from the platform dropdown and pick Create Document. This creates a document in PandaDoc.

4. Map fields

Match each PandaDoc field on the left to the corresponding Fluent Affiliate field on the right. Common mappings include affiliate name, email, referral ID, commission amount, and status. You can also use smart tags like {{_submission_date}}.

5. Add conditions if needed

Only want to send certain referrals? Set up a conditional rule based on any field value.

6. Save and test

Click Save Integration. Trigger a test event in Fluent Affiliate. Check PandaDoc to confirm the data arrived. If anything looks wrong, open AFI → Log to see the exact request and response.

Free vs Pro

The free version maps name and email to PandaDoc with unlimited referrals. Pro adds custom field mapping and template selection. No per-referral fees on any plan.

Frequently asked questions

Which Fluent Affiliate events trigger the integration?

AFI fires when an affiliate registers or a referral is generated. This covers new affiliate registrations, referral creations, and commission status changes.

Will adding this slow down my site?

No. AFI sends data to the destination after the affiliate event completes. Your site performance is not affected.

Can I send affiliate data to multiple platforms?

Yes. Create a separate integration for each destination, and every event flows to all of them simultaneously.

Get started

Install Advanced Form Integration free from WordPress.org and connect Fluent Affiliate to PandaDoc in minutes.