Slack + Pandadoc + Zendesk integration
Use Autopilot to create journeys that use the Slack, Pandadoc and Zendesk integrations.
Marketing Automation ideas to integrate Slack, Pandadoc and Zendesk.
Showing 9 journey ideas for Slack, Pandadoc and Zendesk
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 Zendesk integration
Zendesk is a service platform that builds software to empower organization and customer relationships. Zendesk’s family of products helps organizations understand their customers, improve communication, and offer support where and when it’s needed most.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Slack integration, Pandadoc integration and the Zendesk integration.
Journey Triggers
Pandadoc Document Status Change
Triggers when the last document status changes to either draft, completed, sent, viewed or paid.
Submits New Zendesk Ticket
When a new ticket is submitted that matches certain criteria trigger a new journey.
Conditions
Check Pandadoc Status
Checks the current status of the Pandadoc for the user.
Zendesk Ticket Status
Check the status or detail of the most recent ticket against a contact with a true or false outcome.
Journey Actions