Lists + Forms + Pandadoc integration

Use Autopilot to create journeys that use the Lists, Forms and Pandadoc integrations.

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Marketing Automation ideas to integrate Lists, Forms and Pandadoc.

Removed From List to Has Submitted Form to Remove From List

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Pandadoc Document Status Change to Has Submitted Form to Remove From List

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Form Submitted to Is on List or Segment to Send Pandadoc Document

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Form Submitted to Check Pandadoc Status to Add to List

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List Trigger to Has Submitted Form to Remove From List

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Form Submitted to Check Pandadoc Status to Remove From List

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Form Submitted to Add to List to Send Pandadoc Document

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Form Submitted to Has Submitted Form to Remove From List

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Form Submitted to Check Lead Status to Send Pandadoc Document

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Form Submitted to Send Pandadoc Document to Add to List

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List Trigger to Has Submitted Form to Send Pandadoc Document

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Form Submitted to Has Submitted Form to Add to List

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Form Submitted to Remove From List to Send Pandadoc Document

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Removed From List to Has Submitted Form to Send Pandadoc Document

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List Trigger to Has Submitted Form to Add to List

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Form Submitted to Send Pandadoc Document to Remove From List

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Removed From List to Has Submitted Form to Add to List

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Pandadoc Document Status Change to Has Submitted Form to Add to List

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Showing 18 journey ideas for Lists, Forms and Pandadoc

About the Lists integration

Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.

About the Forms integration

Autopilot's form capture is magical. Simply drop our tracking code to capture submissions of your existing forms without lifting another finger. Then automatically add new leads and subscribers to your journeys to ensure no one is left behind.

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 Lists integration, Forms integration and the Pandadoc integration.

Journey Triggers

List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.
Form Submitted
Add a contact to a journey when they submit a form.
Pandadoc Document Status Change
Triggers when the last document status changes to either draft, completed, sent, viewed or paid.

Conditions

Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.
Has Submitted Form
Check if a contact has previously submitted a specific form.
Check Pandadoc Status
Checks the current status of the Pandadoc for the user.

Journey Actions

Add to List
Add a contact to a list.
Remove From List
Remove a contact from a list.
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 Lists, Forms and Pandadoc.