Segment + Recurly + Pandadoc integration

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

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Marketing Automation ideas to integrate Segment, Recurly and Pandadoc.

Recurly Subscription to Send Segment Event to Send Pandadoc Document

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Recurly Subscription to Send Pandadoc Document to Send Segment Event

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Recurly Subscription to Check Pandadoc Status to Send Segment Event

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Showing 3 journey ideas for Segment, Recurly and Pandadoc

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 Recurly integration

From start-ups to global enterprises, today's fastest-growing businesses are harnessing the power of the subscription model to deliver predictable revenue, reveal critical customer insights, and automate revenue-optimizing decisions. These businesses demand a sophisticated, secure subscription management platform with the flexibility to support constantly evolving billing models with consistently superior customer experiences. Recurly meets that challenge with an enterprise-class subscription management platform that cuts through the complexity of subscription management to optimize and automate revenue growth.

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.

Create your own marketing automation journey

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

Journey Triggers

Segment Event
Add a contact to a journey when they perform a Segment event.
Recurly Subscription
Add a contact to a journey when their Recurly subscription status meets your criteria.
Pandadoc Document Status Change
Triggers when the last document status changes to either draft, completed, sent, viewed or paid.

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, Recurly and Pandadoc.