Pandadoc + Kissmetrics + Lists integration

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

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Marketing Automation ideas to integrate Pandadoc, Kissmetrics and Lists.

Pandadoc Document Status Change to Remove From List to Send Kissmetrics Event

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List Trigger to Check Pandadoc Status to Send Kissmetrics Event

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Removed From List to Send Kissmetrics Event to Send Pandadoc Document

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Pandadoc Document Status Change to Add to List to Send Kissmetrics Event

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Pandadoc Document Status Change to Check Lead Status to Send Kissmetrics Event

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Pandadoc Document Status Change to Send Pandadoc Document to Send Kissmetrics Event

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Pandadoc Document Status Change to Check Pandadoc Status to Send Kissmetrics Event

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Pandadoc Document Status Change to Send Kissmetrics Event to Send Pandadoc Document

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Pandadoc Document Status Change to Send Kissmetrics Event to Add to List

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Removed From List to Send Pandadoc Document to Send Kissmetrics Event

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List Trigger to Send Kissmetrics Event to Send Pandadoc Document

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Pandadoc Document Status Change to Is on List or Segment to Send Kissmetrics Event

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Pandadoc Document Status Change to Send Kissmetrics Event to Remove From List

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Removed From List to Check Pandadoc Status to Send Kissmetrics Event

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List Trigger to Send Pandadoc Document to Send Kissmetrics Event

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Showing 15 journey ideas for Pandadoc, Kissmetrics and Lists

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 Kissmetrics integration

Kissmetrics is a person-based analytics package that makes it insanely easy to track events and funnels online helping you focus on the important bits of your online business.

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.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pandadoc integration, Kissmetrics integration and the Lists integration.

Journey Triggers

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

Conditions

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

Journey Actions

Send Pandadoc Document
Sends a Pandadoc document to the user in the journey.
Send Kissmetrics Event
Send a Kissmetrics event based on the outcome of the journey.
Add to List
Add a contact to a list.
Remove From List
Remove a contact from a list.

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 Pandadoc, Kissmetrics and Lists.