Segment + Insightly + Pandadoc integration

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

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Marketing Automation ideas to integrate Segment, Insightly and Pandadoc.

Pandadoc Document Status Change to Update Insightly Contact Field to Send Segment Event

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Check Insightly Contact Field to Check Pandadoc Status to Send Segment Event

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Insightly Opportunity Status Change to Send Segment Event to Create Insightly Project

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Add Insightly Opportunity to Check Pandadoc Status to Send Segment Event

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Check Insightly Opportunity Stage to Check Pandadoc Status to Send Segment Event

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Check Insightly Opportunity Stage to Send Segment Event to Update Insightly Contact Field

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Check Insightly Contact Field to Assign Insightly Task to Send Segment Event

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Check Insightly Contact Field to Assign Insightly Owner to Send Segment Event

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Insightly Contact Field Change to Send Segment Event to Send Pandadoc Document

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Check Insightly Contact Field to Send Pandadoc Document to Send Segment Event

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Insightly Contact Field Change to Send Segment Event to Assign Insightly Task

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Insightly Contact Field Change to Send Segment Event to Update Insightly Contact Field

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Segment Event to Update Insightly Contact Field to Send Pandadoc Document

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Insightly Opportunity Status Change to Check Pandadoc Status to Send Segment Event

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Segment Event to Send Pandadoc Document to Create Insightly Project

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Insightly Contact Field Change to Send Pandadoc Document to Send Segment Event

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Segment Event to Assign Insightly Owner to Send Segment Event

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Add Insightly Opportunity to Assign Insightly Owner to Send Segment Event

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Check Insightly Opportunity Stage to Create Insightly Project to Send Segment Event

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Pandadoc Document Status Change to Create Insightly Project to Send Segment Event

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Showing 20 journey ideas for Segment, Insightly 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 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 Segment integration, Insightly integration and the Pandadoc integration.

Journey Triggers

Segment Event
Add a contact to a journey when they perform a Segment event.
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

Send Segment Event
Send a contextual Segment Event.
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 Segment, Insightly and Pandadoc.