Segment + Lists + Pandadoc integration

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

Upcoming

Marketing Automation ideas to integrate Segment, Lists and Pandadoc.

Segment Event to Send Segment Event to Add to List

Try this free

Removed From List to Send Segment Event to Remove From List

Try this free

Segment Event to Send Pandadoc Document to Add to List

Try this free

Removed From List to Check Lead Status to Send Segment Event

Try this free

Removed From List to Is on List or Segment to Send Segment Event

Try this free

Segment Event to Add to List to Send Pandadoc Document

Try this free

Pandadoc Document Status Change to Is on List or Segment to Send Segment Event

Try this free

Pandadoc Document Status Change to Remove From List to Send Segment Event

Try this free

Removed From List to Send Segment Event to Add to List

Try this free

List Trigger to Add to List to Send Segment Event

Try this free

Removed From List to Send Pandadoc Document to Send Segment Event

Try this free

Removed From List to Remove From List to Send Segment Event

Try this free

List Trigger to Check Pandadoc Status to Send Segment Event

Try this free

List Trigger to Check Lead Status to Send Segment Event

Try this free

Segment Event to Remove From List to Send Segment Event

Try this free

Segment Event to Check Pandadoc Status to Remove From List

Try this free

Segment Event to Send Pandadoc Document to Remove From List

Try this free

Segment Event to Check Lead Status to Send Segment Event

Try this free

List Trigger to Remove From List to Send Segment Event

Try this free

Removed From List to Add to List to Send Segment Event

Try this free

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

Journey Triggers

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

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