Facebook + Pandadoc + Insightly integration

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

Upcoming
Upcoming

Marketing Automation ideas to integrate Facebook, Pandadoc and Insightly.

Add Insightly Opportunity to Send Pandadoc Document to Remove From Facebook Custom Audience

Try this free

Facebook Lead Ad Submitted to Send Pandadoc Document to Update Insightly Contact Field

Try this free

Facebook Lead Ad Submitted to Assign Insightly Owner to Send Pandadoc Document

Try this free

Add Insightly Opportunity to Send Pandadoc Document to Add to Facebook Custom Audience

Try this free

Add Insightly Opportunity to Add to Facebook Custom Audience to Send Pandadoc Document

Try this free

Pandadoc Document Status Change to Has Submitted Facebook Lead Ad to Assign Insightly Owner

Try this free

Pandadoc Document Status Change to Check Pandadoc Status to Remove From Facebook Custom Audience

Try this free

Pandadoc Document Status Change to Send Pandadoc Document to Remove From Facebook Custom Audience

Try this free

Facebook Lead Ad Submitted to Check Pandadoc Status to Create Insightly Project

Try this free

Check Insightly Contact Field to Send Pandadoc Document to Remove From Facebook Custom Audience

Try this free

Insightly Contact Field Change to Add to Facebook Custom Audience to Send Pandadoc Document

Try this free

Pandadoc Document Status Change to Update Insightly Contact Field to Add to Facebook Custom Audience

Try this free

Check Insightly Opportunity Stage to Send Pandadoc Document to Add to Facebook Custom Audience

Try this free

Pandadoc Document Status Change to Has Submitted Facebook Lead Ad to Send Pandadoc Document

Try this free

Check Insightly Contact Field to Remove From Facebook Custom Audience to Send Pandadoc Document

Try this free

Check Insightly Opportunity Stage to Has Submitted Facebook Lead Ad to Send Pandadoc Document

Try this free

Facebook Lead Ad Submitted to Check Pandadoc Status to Update Insightly Contact Field

Try this free

Facebook Lead Ad Submitted to Create Insightly Project to Send Pandadoc Document

Try this free

Facebook Lead Ad Submitted to Send Pandadoc Document to Assign Insightly Owner

Try this free

Pandadoc Document Status Change to Has Submitted Facebook Lead Ad to Update Insightly Contact Field

Try this free

Showing 20 journey ideas for Facebook, Pandadoc and Insightly

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 Insightly integration

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

Create your own marketing automation journey

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

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.
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.

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 Insightly.