Recurly + Lists + Pandadoc integration

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

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Marketing Automation ideas to integrate Recurly, Lists and Pandadoc.

Recurly Subscription to Send Pandadoc Document to Remove From List

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Recurly Subscription to Check Pandadoc Status to Add to List

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Recurly Subscription to Add to List to Send Pandadoc Document

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Recurly Subscription to Check Lead Status to Send Pandadoc Document

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Recurly Subscription to Is on List or Segment to Send Pandadoc Document

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Recurly Subscription to Check Pandadoc Status to Remove From List

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Recurly Subscription to Send Pandadoc Document to Add to List

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Recurly Subscription to Remove From List to Send Pandadoc Document

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Showing 8 journey ideas for Recurly, Lists 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 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.

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, Lists integration and the Pandadoc integration.

Journey Triggers

Recurly Subscription
Add a contact to a journey when their Recurly subscription status meets your criteria.
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.

Journey 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 Recurly, Lists and Pandadoc.