Slack + Pandadoc + Close.io integration

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

Upcoming
Upcoming

Marketing Automation ideas to integrate Slack, Pandadoc and Close.io.

Pandadoc Document Status Change to Assign Close.io Lead to Send Slack Message

Try this free

Pandadoc Document Status Change to Assign Close.io Task to Send Slack Message

Try this free

New Close.io Event to Send Pandadoc Document to Send Slack Message

Try this free

Pandadoc Document Status Change to Create Close.io Opportunity to Send Slack Message

Try this free

New Close.io Event to Check Pandadoc Status to Send Slack Message

Try this free

Pandadoc Document Status Change to Check Close.io Field to Send Slack Message

Try this free

Pandadoc Document Status Change to Send Slack Message to Assign Close.io Task

Try this free

Pandadoc Document Status Change to Send Slack Message to Send Pandadoc Document

Try this free

Close.io Opportunity Status Change to Send Pandadoc Document to Send Slack Message

Try this free

Close.io Field Change to Send Pandadoc Document to Send Slack Message

Try this free

New Close.io Event to Send Slack Message to Send Pandadoc Document

Try this free

Pandadoc Document Status Change to Send Slack Message to Create Close.io Opportunity

Try this free

Pandadoc Document Status Change to Update Close.io Opportunity Stage to Send Slack Message

Try this free

Close.io Opportunity Status Change to Send Slack Message to Send Pandadoc Document

Try this free

Pandadoc Document Status Change to Send Slack Message to Assign Close.io Lead

Try this free

Pandadoc Document Status Change to Update Close.io Field to Send Slack Message

Try this free

Close.io Field Change to Check Pandadoc Status to Send Slack Message

Try this free

Pandadoc Document Status Change to Check Close.io Opportunity Status to Send Slack Message

Try this free

Pandadoc Document Status Change to Send Slack Message to Update Close.io Field

Try this free

Close.io Opportunity Status Change to Check Pandadoc Status to Send Slack Message

Try this free

Showing 20 journey ideas for Slack, Pandadoc and Close.io

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 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 Close.io integration

Close.io is the inside sales CRM of choice for startups and SMBs. Increase productivity with all your sales communication in one place.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Slack integration, Pandadoc integration and the Close.io integration.

Journey Triggers

Pandadoc Document Status Change
Triggers when the last document status changes to either draft, completed, sent, viewed or paid.
Close.io Opportunity Status Change
Triggers when an Opportunity Status changes.
New Close.io Event
Triggers when a new event is created.
Close.io Field Change
Add a contact to a journey when a particular Close.io field's value meets your criteria (e.g. contains a particular word).

Conditions

Check Pandadoc Status
Checks the current status of the Pandadoc for the user.
Check Close.io Opportunity Status
Check if an opportunity is at a certain status.
Check Close.io Field
Check if a Close.io field is a specific value, or meets some other criteria (e.g. contains a particular word).

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.
Create Close.io Opportunity
Create a contextual Close.io opportunity.
Update Close.io Opportunity Stage
Updates the stage of an existing Opportunity.
Assign Close.io Lead
Assign a lead in Close.io and set their lead source and lead status.
Update Close.io Field
Update a Close.io field to a specific value.
Assign Close.io Task
Create a contextual Close.io task.

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, Pandadoc and Close.io.