Segment + Pandadoc + Autopilot API integration

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

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Marketing Automation ideas to integrate Segment, Pandadoc and Autopilot API.

Segment Event to Send Segment Event to Send Pandadoc Document

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Segment Event to Check Pandadoc Status to Send Segment Event

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

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Segment Event to Send Pandadoc Document to Send Segment Event

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API Trigger to Check Pandadoc Status to Send Segment Event

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

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API Trigger to Send Pandadoc Document to Send Segment Event

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API Trigger to Send Segment Event to Send Pandadoc Document

Try this free

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

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Showing 9 journey ideas for Segment, Pandadoc and Autopilot API

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 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.

About the Autopilot API integration

The Autopilot REST API allows you to send contacts from Autopilot to your app, add contacts from your app into Autopilot, trigger Autopilot journeys from your app, keep unsubscribes in sync between Autopilot and your app, enhance contact profiles with custom fields and data from your app and get data from your app into and out of Salesforce using Autopilot's native integration.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Segment integration, Pandadoc integration and the Autopilot API 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.
API Trigger
Add a contact to a journey using a custom API call.

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 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, Pandadoc and Autopilot API.