Segment + Pandadoc + NationBuilder integration

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

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Marketing Automation ideas to integrate Segment, Pandadoc and NationBuilder.

New NationBuilder Person Tag to Send Pandadoc Document to Send Segment Event

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Segment Event to Send Pandadoc Document to Send Segment Event

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Segment Event to Check Pandadoc Status to Send Segment Event

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Segment Event to Send Segment Event to Send Pandadoc Document

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New NationBuilder Person Tag 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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Pandadoc Document Status Change to Check Pandadoc Status to Send Segment Event

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NationBuilder Membership Status to Send Segment Event to Send Pandadoc Document

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Added to NationBuilder Nation List to Send Segment Event to Send Pandadoc Document

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New NationBuilder Donor to Send Pandadoc Document to Send Segment Event

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Pandadoc Document Status Change to Is a NationBuilder Donor? to Send Segment Event

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Added to NationBuilder Nation List to Send Pandadoc Document to Send Segment Event

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Added to NationBuilder Nation List to Check Pandadoc Status to Send Segment Event

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Segment Event to Is a NationBuilder Donor? to Send Pandadoc Document

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NationBuilder Membership Status to Check Pandadoc Status to Send Segment Event

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New NationBuilder Donor to Send Segment Event to Send Pandadoc Document

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

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New NationBuilder Donor to Check Pandadoc Status to Send Segment Event

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NationBuilder Membership Status to Send Pandadoc Document to Send Segment Event

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New NationBuilder Person Tag to Send Segment Event to Send Pandadoc Document

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Showing 20 journey ideas for Segment, Pandadoc and NationBuilder

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 NationBuilder integration

NationBuilder offers everyone the technology and community infrastructure to lead people to greatness.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Segment integration, Pandadoc integration and the NationBuilder 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.
New NationBuilder Person Tag
Add a contact to a journey when a tag is applied.
Added to NationBuilder Nation List
Triggers when a contact is added to a list in NationBuilder.
New NationBuilder Donor
Add new donors to a journey.
NationBuilder Membership Status
Triggers when the membership status changes.

Conditions

Check Pandadoc Status
Checks the current status of the Pandadoc for the user.
Is a NationBuilder Donor?
Check is the contact in the journey is an existing donor with a true or false outcome.

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 NationBuilder.