Segment + Pandadoc + Custom Fields integration

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

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Marketing Automation ideas to integrate Segment, Pandadoc and Custom Fields.

Segment Event to Check Pandadoc Status to Update Field

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Segment Event to Update Field to Send Pandadoc Document

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Segment Event to Check Pandadoc Status to Send Segment Event

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Segment Event to Send Pandadoc Document to Update Field

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

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Segment Event to Check Field to Send Pandadoc Document

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Segment Event to Send Pandadoc Document to Send Segment Event

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Pandadoc Document Status Change to Send Segment Event to Update Field

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Field Match to Check Pandadoc Status to Send Segment Event

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Pandadoc Document Status Change to Update Field to Send Segment Event

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

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Pandadoc Document Status Change to Check Field to Send Segment Event

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Field Match to Send Segment Event to Send Pandadoc Document

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Field Match to Send Pandadoc Document to Send Segment Event

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

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Segment Event to Send Segment Event to Send Pandadoc Document

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Showing 16 journey ideas for Segment, Pandadoc and Custom Fields

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 Custom Fields integration

Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Segment integration, Pandadoc integration and the Custom Fields 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.
Field Match
Add a contact to a journey when a particular field's value meets your criteria (e.g. contains a particular word).

Conditions

Check Pandadoc Status
Checks the current status of the Pandadoc for the user.
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).

Journey Actions

Send Segment Event
Send a contextual Segment Event.
Send Pandadoc Document
Sends a Pandadoc document to the user in the journey.
Update Field
Update a field to a specific value.

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 Custom Fields.