Recurly + Zendesk + Pandadoc integration
Use Autopilot to create journeys that use the Recurly, Zendesk and Pandadoc integrations.
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Marketing Automation ideas to integrate Recurly, Zendesk and Pandadoc.
Recurly Subscription to Send Pandadoc Document to Submit New Zendesk Ticket
Recurly Subscription to Submit New Zendesk Ticket to Send Pandadoc Document
Recurly Subscription to Zendesk Ticket Status to Send Pandadoc Document
Recurly Subscription to Check Pandadoc Status to Submit New Zendesk Ticket
Showing 4 journey ideas for Recurly, Zendesk 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 Zendesk integration
Zendesk is a service platform that builds software to empower organization and customer relationships. Zendesk’s family of products helps organizations understand their customers, improve communication, and offer support where and when it’s needed most.
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, Zendesk integration and the Pandadoc integration.
Journey Triggers
Recurly Subscription
Add a contact to a journey when their Recurly subscription status meets your criteria.
Submits New Zendesk Ticket
When a new ticket is submitted that matches certain criteria trigger a new journey.
Pandadoc Document Status Change
Triggers when the last document status changes to either draft, completed, sent, viewed or paid.
Conditions
Zendesk Ticket Status
Check the status or detail of the most recent ticket against a contact with a true or false outcome.
Check Pandadoc Status
Checks the current status of the Pandadoc for the user.
Journey Actions
Submit New Zendesk Ticket
Submits a new Zendesk ticket for the contact in the journey.
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, Zendesk and Pandadoc.
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