Lists + Pandadoc Integration

Use Autopilot to automate and integrate Lists and Pandadoc.

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Marketing Automation ideas to integrate Lists and Pandadoc

Removed From List to Send Pandadoc Document

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List Trigger to Send Pandadoc Document

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Intercom Tag to Send Pandadoc Document to Remove From List

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Pandadoc Document Status Change to Check Lead Status to Assign Salesforce Lead

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List Trigger to Check Pandadoc Status to Add Trello Card

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Removed From List to Eject from Journey to Send Pandadoc Document

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Removed From List to Mail Lob Postcard

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List Trigger to Send Pandadoc Document

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Removed From List to Check Lead Status to Send Pandadoc Document

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List Trigger to Send Pandadoc Document

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Pandadoc Document Status Change to Is on List or Segment to Assign Salesforce Lead

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Pandadoc Document Status Change to Update HubSpot CRM Deal Stage

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Removed From List to Assign Salesforce Lead

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Time Trigger to Send Pandadoc Document

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Time Trigger to Remove From List

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Removed From List to Send Pandadoc Document

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List Trigger to Check Lead Status to Send Pandadoc Document

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List Trigger to Assign Salesforce Lead

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Removed From List to Eject from Journey to Send Pandadoc Document

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Pandadoc Document Status Change to Eject from Journey

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Showing 20 of 622 Marketing Automation ideas using Autopilot's Lists and Pandadoc integration.

About Lists

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 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 Lists integration.

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

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 and Pandadoc.