Recurly + Close.io + Pandadoc integration
Use Autopilot to create journeys that use the Recurly, Close.io and Pandadoc integrations.
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Marketing Automation ideas to integrate Recurly, Close.io and Pandadoc.
Recurly Subscription to Check Pandadoc Status to Assign Close.io Lead
Recurly Subscription to Check Close.io Opportunity Status to Send Pandadoc Document
Recurly Subscription to Check Pandadoc Status to Create Close.io Opportunity
Recurly Subscription to Send Pandadoc Document to Update Close.io Opportunity Stage
Recurly Subscription to Assign Close.io Task to Send Pandadoc Document
Recurly Subscription to Send Pandadoc Document to Assign Close.io Lead
Recurly Subscription to Update Close.io Field to Send Pandadoc Document
Recurly Subscription to Create Close.io Opportunity to Send Pandadoc Document
Recurly Subscription to Assign Close.io Lead to Send Pandadoc Document
Recurly Subscription to Check Pandadoc Status to Assign Close.io Task
Recurly Subscription to Check Close.io Field to Send Pandadoc Document
Recurly Subscription to Send Pandadoc Document to Update Close.io Field
Recurly Subscription to Check Pandadoc Status to Update Close.io Field
Recurly Subscription to Send Pandadoc Document to Create Close.io Opportunity
Recurly Subscription to Check Pandadoc Status to Update Close.io Opportunity Stage
Recurly Subscription to Send Pandadoc Document to Assign Close.io Task
Recurly Subscription to Update Close.io Opportunity Stage to Send Pandadoc Document
Showing 17 journey ideas for Recurly, Close.io and Pandadoc
About the Recurly integration
From start-ups to global enterprises, today's fastest-growing businesses are harnessing the power of the subscription model to deliver predictable revenue, reveal critical customer insights, and automate revenue-optimizing decisions. These businesses demand a sophisticated, secure subscription management platform with the flexibility to support constantly evolving billing models with consistently superior customer experiences. Recurly meets that challenge with an enterprise-class subscription management platform that cuts through the complexity of subscription management to optimize and automate revenue growth.
About the Close.io integration
Close.io is the inside sales CRM of choice for startups and SMBs. Increase productivity with all your sales communication in one place.
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 Recurly integration, Close.io integration and the Pandadoc integration.
Journey Triggers
Recurly Subscription
Add a contact to a journey when their Recurly subscription status meets your criteria.
Close.io Opportunity Status Change
Triggers when an Opportunity Status changes.
New Close.io Event
Triggers when a new event is created.
Close.io Field Change
Add a contact to a journey when a particular Close.io field's value meets your criteria (e.g. contains a particular word).
Pandadoc Document Status Change
Triggers when the last document status changes to either draft, completed, sent, viewed or paid.
Conditions
Check Close.io Opportunity Status
Check if an opportunity is at a certain status.
Check Close.io Field
Check if a Close.io field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Pandadoc Status
Checks the current status of the Pandadoc for the user.
Journey Actions
Create Close.io Opportunity
Create a contextual Close.io opportunity.
Update Close.io Opportunity Stage
Updates the stage of an existing Opportunity.
Assign Close.io Lead
Assign a lead in Close.io and set their lead source and lead status.
Update Close.io Field
Update a Close.io field to a specific value.
Assign Close.io Task
Create a contextual Close.io task.
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 Recurly, Close.io and Pandadoc.
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