Slack + Pandadoc + Help Scout integration

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

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Marketing Automation ideas to integrate Slack, Pandadoc and Help Scout.

Help Scout Create Conversation to Send Slack Message to Send Pandadoc Document

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Help Scout Satisfaction Rating to Check Pandadoc Status to Send Slack Message

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Help Scout Tag to Send Pandadoc Document to Send Slack Message

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Help Scout Create Conversation to Check Pandadoc Status to Send Slack Message

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

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Help Scout Tag to Check Pandadoc Status to Send Slack Message

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Help Scout Satisfaction Rating to Send Slack Message to Send Pandadoc Document

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Help Scout Create Conversation to Send Pandadoc Document to Send Slack Message

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Help Scout Satisfaction Rating to Send Pandadoc Document to Send Slack Message

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

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

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Help Scout Tag to Send Slack Message to Send Pandadoc Document

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Showing 12 journey ideas for Slack, Pandadoc and Help Scout

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 Help Scout integration

Help Scout makes excellent customer service achievable for companies of all sizes. The Autopilot and Help Scout integration allows you to display customer information directly in Help Scout. Shapes allow you to create new tickets in journeys and trigger new journeys when conversations are tagged.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Slack integration, Pandadoc integration and the Help Scout integration.

Journey Triggers

Pandadoc Document Status Change
Triggers when the last document status changes to either draft, completed, sent, viewed or paid.
Help Scout Tag
Trigger when a new tag is added to a Help Scout conversation.
Help Scout Satisfaction Rating
Triggers when a conversation has a satisfaction rating.
Help Scout Create Conversation
Creates a new Help Scout conversation.

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, Pandadoc and Help Scout.