Recurly + Insightly + Pandadoc integration

Use Autopilot to create journeys that use the Recurly, Insightly and Pandadoc integrations.

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Marketing Automation ideas to integrate Recurly, Insightly and Pandadoc.

Recurly Subscription to Assign Insightly Owner to Send Pandadoc Document

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Recurly Subscription to Send Pandadoc Document to Assign Insightly Owner

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Recurly Subscription to Check Pandadoc Status to Assign Insightly Task

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Recurly Subscription to Send Pandadoc Document to Assign Insightly Task

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Recurly Subscription to Assign Insightly Task to Send Pandadoc Document

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Recurly Subscription to Send Pandadoc Document to Create Insightly Project

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Recurly Subscription to Check Pandadoc Status to Update Insightly Contact Field

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Recurly Subscription to Update Insightly Contact Field to Send Pandadoc Document

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Recurly Subscription to Check Pandadoc Status to Assign Insightly Owner

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Recurly Subscription to Create Insightly Project to Send Pandadoc Document

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Recurly Subscription to Check Pandadoc Status to Create Insightly Project

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Recurly Subscription to Send Pandadoc Document to Update Insightly Contact Field

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Showing 12 journey ideas for Recurly, Insightly 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 Insightly integration

Grow your business faster than ever before by building stronger customer relationships over time, and exceeding expectations every step of the way.

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, Insightly integration and the Pandadoc integration.

Journey Triggers

Recurly Subscription
Add a contact to a journey when their Recurly subscription status meets your criteria.
Insightly Opportunity Status Change
Add a contact to a journey when the opportunity stage changes in Insightly.
Insightly Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Check Insightly Contact Field
Check for a specific value in a contact field.
Add Insightly Opportunity
Add a new opportunity against the contact in the journey.
Check Insightly Opportunity Stage
Check the opportunity stage with a true or false outcome.
Pandadoc Document Status Change
Triggers when the last document status changes to either draft, completed, sent, viewed or paid.

Conditions

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

Journey Actions

Create Insightly Project
Creates a new project within Insightly.
Assign Insightly Owner
Assigns an owner or round robins ownership to a contact or lead.
Assign Insightly Task
Assigns a task on for a lead or contact.
Update Insightly Contact Field
Updates a field with a certain value associated against a contact in Insightly.
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, Insightly and Pandadoc.