Delighted + Insightly + Pandadoc integration

Use Autopilot to create journeys that use the Delighted, Insightly and Pandadoc integrations.

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Marketing Automation ideas to integrate Delighted, Insightly and Pandadoc.

Check Insightly Opportunity Stage to Send Delighted NPS Survey to Assign Insightly Task

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Pandadoc Document Status Change to Update Insightly Contact Field to Send Delighted NPS Survey

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Check Insightly Contact Field to Check Delighted NPS Response to Assign Insightly Task

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Check Insightly Contact Field to Create Insightly Project to Send Delighted NPS Survey

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Delighted NPS Response to Send Delighted NPS Survey to Update Insightly Contact Field

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Pandadoc Document Status Change to Check Delighted NPS Response to Assign Insightly Task

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Check Insightly Contact Field to Check Delighted NPS Response to Update Insightly Contact Field

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Insightly Opportunity Status Change to Check Delighted NPS Response to Update Insightly Contact Field

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Insightly Opportunity Status Change to Check Delighted NPS Response to Assign Insightly Owner

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Check Insightly Contact Field to Check Delighted NPS Response to Create Insightly Project

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Add Insightly Opportunity to Send Pandadoc Document to Send Delighted NPS Survey

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Insightly Opportunity Status Change to Check Delighted NPS Response to Create Insightly Project

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Insightly Opportunity Status Change to Send Delighted NPS Survey to Assign Insightly Owner

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Check Insightly Contact Field to Send Delighted NPS Survey to Assign Insightly Task

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Check Insightly Contact Field to Send Delighted NPS Survey to Send Pandadoc Document

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Insightly Contact Field Change to Check Delighted NPS Response to Create Insightly Project

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Delighted NPS Response to Send Pandadoc Document to Assign Insightly Owner

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Check Insightly Contact Field to Send Pandadoc Document to Send Delighted NPS Survey

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Pandadoc Document Status Change to Send Delighted NPS Survey to Create Insightly Project

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Delighted NPS Response to Check Pandadoc Status to Create Insightly Project

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Showing 20 journey ideas for Delighted, Insightly and Pandadoc

About the Delighted integration

With Delighted send NPS surveys and automate follow up to promoters and detractors. Delighted is the easiest and most beautiful way to measure customer happiness. Are your customers delighted? The fastest and easiest way to gather actionable feedback from your customers. Delighted uses the Net Promoter System® to gather real feedback from your customers – in minutes not weeks. No technical knowledge required.

About the Insightly integration

Grow your business faster than ever before by building stronger customer relationships over time, and exceeding expectations every step of the way.

About the Pandadoc integration

Automatically send documents based on actions people take in the customer journey with Pandadoc and Autopilot. Easily follow up eSignatures status changes including after the document is successfully complete. Pandadoc streamlines the way your team creates, sends, and tracks sales documents so you can close more deals faster.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Delighted integration, Insightly integration and the Pandadoc integration.

Journey Triggers

Delighted NPS Response
Trigger a journey based on an NPS Response grouped by Promoter, Passive or Detractor.
Insightly Opportunity Status Change
Add a contact to a journey when the opportunity stage changes in Insightly.
Insightly Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Check Insightly Contact Field
Check for a specific value in a contact field.
Add Insightly Opportunity
Add a new opportunity against the contact in the journey.
Check Insightly Opportunity Stage
Check the opportunity stage with a true or false outcome.
Pandadoc Document Status Change
Triggers when the last document status changes to either draft, completed, sent, viewed or paid.

Conditions

Check Delighted NPS Response
Check the previous NPS response of the contact in the journey.
Check Pandadoc Status
Checks the current status of the Pandadoc for the user.

Journey Actions

Send Delighted NPS Survey
Send an NPS survey via Delighted to the contact in the journey.
Create Insightly Project
Creates a new project within Insightly.
Assign Insightly Owner
Assigns an owner or round robins ownership to a contact or lead.
Assign Insightly Task
Assigns a task on for a lead or contact.
Update Insightly Contact Field
Updates a field with a certain value associated against a contact in Insightly.
Send Pandadoc Document
Sends a Pandadoc document to the user in the journey.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Delighted, Insightly and Pandadoc.