Segment + MessageBird + Pandadoc integration

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

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Marketing Automation ideas to integrate Segment, MessageBird and Pandadoc.

Segment Event to Check Pandadoc Status to Send MessageBird SMS

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Segment Event to Send MessageBird SMS to Send Pandadoc Document

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Segment Event to Send Pandadoc Document to Send MessageBird SMS

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Segment Event to Send MessageBird SMS to Send Segment Event

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Pandadoc Document Status Change to Send Segment Event to Send MessageBird SMS

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Pandadoc Document Status Change to Send MessageBird SMS to Send Segment Event

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Segment Event to Send Segment Event to Send MessageBird SMS

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Showing 7 journey ideas for Segment, MessageBird 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 MessageBird integration

Create a multi-channel customer journey with personalized SMS messages. MessageBird connects enterprises to their global customers with the world's fastest & most reliable SMS, Voice & Chat APIs. MessageBird is on a mission to modernize and simplify the overcomplicated space of customer communication. As the only leading cloud communications platform with its own telecommunications carrier infrastructure, MessageBird connects over 15,000 enterprises to their global customers via the fastest and most reliable SMS, Voice and Chat APIs in the world.

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, MessageBird integration and the Pandadoc integration.

Journey Triggers

Segment Event
Add a contact to a journey when they perform a Segment event.
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.
Send MessageBird SMS
Send a contact a personalized SMS.
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, MessageBird and Pandadoc.