Segment + Pandadoc + Lists integration

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

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Marketing Automation ideas to integrate Segment, Pandadoc and Lists.

List Trigger to Check Pandadoc Status to Send Segment Event

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Segment Event to Send Pandadoc Document to Add to List

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

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Segment Event to Check Pandadoc Status to Add to List

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Segment Event to Add to List 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 Check Lead Status to Send Segment Event

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

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

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

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List Trigger to Send Segment Event to Send Pandadoc Document

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Removed From List to Send Segment Event to Send Pandadoc Document

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

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Segment Event to Check Lead Status to Send Pandadoc Document

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List Trigger to Send Pandadoc Document to Send Segment Event

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Segment Event to Check Pandadoc Status to Remove From List

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Segment Event to Check Pandadoc Status to Send Segment Event

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Removed From List to Check Pandadoc Status to Send Segment Event

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Removed From List to Send Pandadoc Document to Send Segment Event

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Segment Event to Send Pandadoc Document to Remove From List

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Showing 20 journey ideas for Segment, Pandadoc and Lists

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 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.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Segment integration, Pandadoc integration and the Lists 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.
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.

Conditions

Check Pandadoc Status
Checks the current status of the Pandadoc for the user.
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.

Journey Actions

Send Segment Event
Send a contextual Segment Event.
Send Pandadoc Document
Sends a Pandadoc document to the user in the journey.
Add to List
Add a contact to a list.
Remove From List
Remove a contact from a list.

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 Lists.