Facebook + Pandadoc + Heap integration
Use Autopilot to create journeys that use the Facebook, Pandadoc and Heap integrations.
Upcoming
Marketing Automation ideas to integrate Facebook, Pandadoc and Heap.
Facebook Lead Ad Submitted to Remove From Facebook Custom Audience to Send Pandadoc Document
Heap Event to Has Submitted Facebook Lead Ad to Send Pandadoc Document
Heap Event to Remove From Facebook Custom Audience to Send Pandadoc Document
Facebook Lead Ad Submitted to Send Pandadoc Document to Remove From Facebook Custom Audience
Pandadoc Document Status Change to Remove From Facebook Custom Audience to Send Pandadoc Document
Heap Event to Check Pandadoc Status to Remove From Facebook Custom Audience
Pandadoc Document Status Change to Check Pandadoc Status to Add to Facebook Custom Audience
Pandadoc Document Status Change to Send Pandadoc Document to Remove From Facebook Custom Audience
Facebook Lead Ad Submitted to Check Pandadoc Status to Remove From Facebook Custom Audience
Pandadoc Document Status Change to Check Pandadoc Status to Remove From Facebook Custom Audience
Heap Event to Add to Facebook Custom Audience to Send Pandadoc Document
Pandadoc Document Status Change to Has Submitted Facebook Lead Ad to Send Pandadoc Document
Pandadoc Document Status Change to Add to Facebook Custom Audience to Send Pandadoc Document
Facebook Lead Ad Submitted to Has Submitted Facebook Lead Ad to Send Pandadoc Document
Heap Event to Check Pandadoc Status to Add to Facebook Custom Audience
Pandadoc Document Status Change to Send Pandadoc Document to Add to Facebook Custom Audience
Heap Event to Send Pandadoc Document to Remove From Facebook Custom Audience
Facebook Lead Ad Submitted to Check Pandadoc Status to Add to Facebook Custom Audience
Heap Event to Send Pandadoc Document to Add to Facebook Custom Audience
Facebook Lead Ad Submitted to Add to Facebook Custom Audience to Send Pandadoc Document
Showing 20 journey ideas for Facebook, Pandadoc and Heap
About the Facebook integration
Facebook is an online social networking service that allows its users to connect with friends and family as well as make new connections. It provides its users with the ability to create a profile, update information, add images, send friend requests, and accept requests from other users. Its features include status update, photo tagging and sharing, and more.
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.
About the Heap integration
Heap allows you to aggregate, organize, and visualize all of your business data in one place. By streaming your Autopilot data to Heap you’ll instantly gain the visibility you need to make data-driven decisions across the entire customer journey. You can also easily add people to journeys in Autopilot when they perform an event that you’re tracking in Heap.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Facebook integration, Pandadoc integration and the Heap integration.
Journey Triggers
Facebook Lead Ad Submitted
Add a contact to a journey when they submit a Facebook Lead Ad.
Pandadoc Document Status Change
Triggers when the last document status changes to either draft, completed, sent, viewed or paid.
Heap Event
Add a contact to a journey when they perform a Heap event.
Conditions
Has Submitted Facebook Lead Ad
Check if a contact has previously submitted a specific Facebook Lead Ad.
Check Pandadoc Status
Checks the current status of the Pandadoc for the user.
Journey Actions
Remove From Facebook Custom Audience
Remove a contact from a Facebook Custom Audience.
Add to Facebook Custom Audience
Add a contact to a Facebook Custom Audience.
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 Facebook, Pandadoc and Heap.
Sort by
Sort by
Browse categories
Browse categories
- All
- Forms
- Ads
- CRM
- SMS
- E-Commerce
- API
- Lead Nurturing
- Email Marketing
- Optimization & Testing
- Support & Helpdesk
- Surveys & NPS
- Print Mail
- Events & Webinars
- Analytics & Events
- Website CMS & Landing Page Builders
- Productivity
- Electronic Signatures and Document Management
- Live Chat and Messaging
- Internal Notifications
