Slack + LiveChat + Pandadoc integration

Use Autopilot to create journeys that use the Slack, LiveChat and Pandadoc integrations.

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Marketing Automation ideas to integrate Slack, LiveChat and Pandadoc.

LiveChat Tag to Send Slack Message to Send Pandadoc Document

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LiveChat Tag to Check Pandadoc Status to Send Slack Message

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LiveChat Tag to Send Pandadoc Document to Send Slack Message

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Showing 3 journey ideas for Slack, LiveChat and Pandadoc

About the Slack integration

Follow up on hot leads or key activities fast and build team alignment by automating Slack messages into your marketing journeys.

About the LiveChat integration

Automate what happens after a chat to close more leads and delight your customers. You can also segment leads and contacts based on how they are tagged in LiveChat, and capture fields in your chat surveys to Autopilot.

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 Slack integration, LiveChat integration and the Pandadoc integration.

Journey Triggers

LiveChat Tag
Add a contact to a journey when they are tagged in LiveChat.
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 Slack Message
Send a contextual Slack message to a Slack channel.
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 Slack, LiveChat and Pandadoc.