Segment + Pandadoc + Smart Segments integration

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

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Marketing Automation ideas to integrate Segment, Pandadoc and Smart Segments.

Segment Event to Check Pandadoc Status to Send Segment Event

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Smart Segment Trigger 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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Smart Segment Trigger to Check Pandadoc Status to Send Segment Event

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

Try this free

Segment Event to Send Pandadoc Document to Send Segment Event

Try this free

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

Try this free

Smart Segment Trigger to Send Segment Event to Send Pandadoc Document

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Showing 9 journey ideas for Segment, Pandadoc and Smart Segments

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 Smart Segments integration

Targeting the right people with the right message has never been this easy. Easily segment and engage your leads and customers based on any combination of field values, behaviors, list memberships and much more. Add them to journeys automatically when they meet your criteria.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Segment integration, Pandadoc integration and the Smart Segments 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.
Smart Segment Trigger
Add contacts on a smart segment to a journey.

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 Smart Segments.