Segment + Email + Pandadoc integration

Use Autopilot to create journeys that use the Segment, Email and Pandadoc integrations.

Upcoming

Marketing Automation ideas to integrate Segment, Email and Pandadoc.

Email Activity to Send Segment Event to Send Pandadoc Document

Try this free

Segment Event to Check Email Status to Send Pandadoc Document

Try this free

Segment Event to Send Pandadoc Document to Send Email

Try this free

Segment Event to Check Pandadoc Status to Send Email

Try this free

Segment Event to Send Email to Send Segment Event

Try this free

Segment Event to Send Email to Send Pandadoc Document

Try this free

Email Activity to Send Pandadoc Document to Send Segment Event

Try this free

Email Activity to Send Segment Event to Send Email

Try this free

Segment Event to Check Email Status to Send Segment Event

Try this free

Email Activity to Check Email Status to Send Segment Event

Try this free

Segment Event to Send Segment Event to Send Email

Try this free

Pandadoc Document Status Change to Send Email to Send Segment Event

Try this free

Pandadoc Document Status Change to Check Email Status to Send Segment Event

Try this free

Email Activity to Send Email to Send Segment Event

Try this free

Email Activity to Check Pandadoc Status to Send Segment Event

Try this free

Pandadoc Document Status Change to Send Segment Event to Send Email

Try this free

Showing 16 journey ideas for Segment, Email and Pandadoc

About the Segment integration

Personalize your marketing by triggering and personalizing your messages based on user events. Activate new users and drive higher engagement and retention.

About the Email integration

Send beautiful, responsive and personalized marketing emails. All with drag and drop. Send newsletters, blog posts, webinar invitations, lead nurture emails, drip email sequences and more. You can also use Autopilot for transactional email. Send timely, personalized and professional transactional emails. Send order confirmations, purchase receipts, account updates, system messages, form submission confirmations, cart abandonment emails and more. Autopilot supports the Liquid template language. This provides a powerful and flexible way to personalize your emails. Liquid allows you to include dynamic content in your emails. It also allows you to personalize your emails using dynamic logic.

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 Segment integration, Email integration and the Pandadoc integration.

Journey Triggers

Segment Event
Add a contact to a journey when they perform a Segment event.
Email Activity
Add a contact to a journey when they are sent, or interact with (e.g. open or click), any email or a specific email.
Pandadoc Document Status Change
Triggers when the last document status changes to either draft, completed, sent, viewed or paid.

Conditions

Check Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).
Check Pandadoc Status
Checks the current status of the Pandadoc for the user.

Journey Actions

Send Segment Event
Send a contextual Segment Event.
Send Email
Send a contact a personalized marketing or transactional email.
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 Segment, Email and Pandadoc.