Slack + Pandadoc + Intercom integration

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

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Marketing Automation ideas to integrate Slack, Pandadoc and Intercom.

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

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New Intercom Lead to Send Slack Message to Send Pandadoc Document

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New Intercom User to Check Pandadoc Status to Send Slack Message

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Intercom Tag to Send Pandadoc Document to Send Slack Message

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New Intercom User to Send Slack Message to Send Pandadoc Document

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Add Intercom Tag to Send Slack Message to Send Pandadoc Document

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

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Add Intercom Tag to Send Pandadoc Document to Send Slack Message

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Intercom Tag to Send Slack Message to Send Pandadoc Document

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New Intercom Lead to Check Pandadoc Status to Send Slack Message

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Add Intercom Tag 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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New Intercom User to Send Pandadoc Document to Send Slack Message

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Intercom Tag to Check Pandadoc Status to Send Slack Message

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New Intercom Lead to Send Pandadoc Document to Send Slack Message

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Showing 15 journey ideas for Slack, Pandadoc and Intercom

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 Intercom integration

Combine the power of Intercom and Autopilot and create a seamless experience for your leads and users. You can add new Intercom leads and users to Autopilot automatically, trigger Autopilot journeys when someone is tagged in Intercom, add Autopilot contacts to Intercom, and tag leads or users in Intercom based on what occurs in an Autopilot journey, so you can take a follow-up action in Intercom.

Create your own marketing automation journey

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

Journey Triggers

Pandadoc Document Status Change
Triggers when the last document status changes to either draft, completed, sent, viewed or paid.
Add Intercom Tag
Tag an Intercom lead or user.
New Intercom User
Add any new Intercom user to a journey.
New Intercom Lead
Add any new Intercom lead to a journey.
Intercom Tag
Add an Intercom lead or user to a journey when they are tagged in Intercom.

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 Intercom.