Ejection + Pandadoc Integration

Use Autopilot to automate and integrate Ejection and Pandadoc.

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Marketing Automation ideas to integrate Ejection and Pandadoc

Salesforce Field Changed to Eject from Journey to Send Pandadoc Document

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Pandadoc Document Status Change to Change Score

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Pandadoc Document Status Change to Check Lead Status to Eject from Journey

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Time Trigger to Check Pandadoc Status to Eject from Journey

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Time Trigger to Eject from Journey to Send Pandadoc Document

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Pandadoc Document Status Change to Eject from Journey

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Pandadoc Document Status Change to Eject from Journey

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Time Trigger to Eject from Journey

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Pandadoc Document Status Change to Assign Salesforce Lead to Eject from Journey

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Time Trigger to Send Pandadoc Document

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Instapage Form Submitted to Send Pandadoc Document to Eject from Journey

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Time Trigger to Eject from Journey

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Pandadoc Document Status Change to Eject from Journey to Send Pandadoc Document

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Pipedrive Deal Status Changed to Send Pandadoc Document to Eject from Journey

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Pipedrive Deal Status Changed to Check Pandadoc Status to Eject from Journey

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Pandadoc Document Status Change to Eject from Journey

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Pipedrive Deal Status Changed to Eject from Journey

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Pipedrive Deal Status Changed to Eject from Journey

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Pipedrive Deal Status Changed to Send Pandadoc Document to Eject from Journey

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Instapage Form Submitted to Eject from Journey to Send Pandadoc Document

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Showing 20 of 98 Marketing Automation ideas using Autopilot's Ejection and Pandadoc integration.

About Ejection

Ejection provides the flexibility to use triggers and conditions to immediately disqualify or “eject” contacts from a journey. Voila. This allows you to simplify journeys by removing all those condition checks, easily manage all your targeting criteria in one canvas, and eliminate the dreaded “oops” email.

About Pandadoc

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 Ejection integration.

Triggers

Pandadoc Document Status Change
Triggers when the last document status changes to either draft, completed, sent, viewed or paid.

Conditions

Check Pandadoc Status
Checks the current status of the Pandadoc for the user.

Actions

Eject from Journey
Remove a contact from a journey.
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 Ejection and Pandadoc.