Pandadoc + Patreon Integration

Use Autopilot to automate and integrate Pandadoc and Patreon.

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Marketing Automation ideas to integrate Pandadoc and Patreon

New Patreon Patron to Send Pandadoc Document to Update Pipedrive Person Field

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Patreon Status to Send Pandadoc Document

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New Patreon Patron to Send Delighted NPS Survey

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New Patreon Patron to Create Salesforce Opportunity

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Patreon Status to Check Pandadoc Status to Schedule Pipedrive Activity

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New Patreon Patron to Send Pandadoc Document

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New Patreon Patron to Send Pandadoc Document to Send Delighted NPS Survey

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Patreon Status to Send Pandadoc Document to Schedule Pipedrive Activity

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Patreon Status to Add Trello Card to Send Pandadoc Document

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Patreon Status to Send Pandadoc Document to Create Salesforce Opportunity

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New Patreon Patron to Send Pandadoc Document

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Pandadoc Document Status Change to Remove From List

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Patreon Status to Send Delighted NPS Survey to Send Pandadoc Document

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Patreon Status to Create Salesforce Opportunity

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Patreon Status to Check Pandadoc Status to Update HubSpot CRM Deal Stage

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New Patreon Patron to Check Pandadoc Status to Send Delighted NPS Survey

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Patreon Status to Check Pandadoc Status to Remove From List

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Patreon Status to Send Pandadoc Document

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Patreon Status to Check Pandadoc Status to Create Salesforce Opportunity

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Patreon Status to Send Pandadoc Document

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Showing 20 of 200 Marketing Automation ideas using Autopilot's Pandadoc and Patreon integration.

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.

About Patreon

Patreon is a membership platform that makes it easy for artists and creators to get paid. Join over 50000 creators earning salaries from over 1000000 monthly patrons.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in Pandadoc integration.

Triggers

Pandadoc Document Status Change
Triggers when the last document status changes to either draft, completed, sent, viewed or paid.
Patreon Status
Check if contact is a current patron.
New Patreon Patron
Add new patrons to a journey.

Conditions

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

Actions

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 Pandadoc and Patreon.