Twilio + Custom Fields + Pandadoc integration

Use Autopilot to create journeys that use the Twilio, Custom Fields and Pandadoc integrations.

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Marketing Automation ideas to integrate Twilio, Custom Fields and Pandadoc.

Pandadoc Document Status Change to Update Field to Send Twilio SMS

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Twilio SMS Received to Check Field to Send Twilio SMS

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Field Match to Check Pandadoc Status to Send Twilio SMS

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Field Match to Send Pandadoc Document to Send Twilio SMS

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Twilio SMS Received to Send Pandadoc Document to Update Field

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Pandadoc Document Status Change to Send Twilio SMS to Update Field

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Twilio SMS Received to Update Field to Send Pandadoc Document

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Pandadoc Document Status Change to Check Field to Send Twilio SMS

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Field Match to Send Twilio SMS to Update Field

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Twilio SMS Received to Check Field to Send Pandadoc Document

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Twilio SMS Received to Check Pandadoc Status to Update Field

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Twilio SMS Received to Update Field to Send Twilio SMS

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Field Match to Check Field to Send Twilio SMS

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Twilio SMS Received to Send Twilio SMS to Update Field

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Field Match to Update Field to Send Twilio SMS

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Field Match to Send Twilio SMS to Send Pandadoc Document

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Showing 16 journey ideas for Twilio, Custom Fields and Pandadoc

About the Twilio integration

Create a multi-channel customer journey with personalized SMS messages. Use Autopilot's powerful conversational SMS features to capture replies, automate responses based on those replies (e.g. "yes" or "no") and trigger journeys based on incoming SMS messages (e.g. "subscribe"). There is simply no better way to automate SMS.

About the Custom Fields integration

Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.

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 Twilio integration, Custom Fields integration and the Pandadoc integration.

Journey Triggers

Twilio SMS Received
Add a contact to a journey when they SMS a keyword (e.g. "subscribe") to a number or messaging service.
Field Match
Add a contact to a journey when a particular field's value meets your criteria (e.g. contains a particular word).
Pandadoc Document Status Change
Triggers when the last document status changes to either draft, completed, sent, viewed or paid.

Conditions

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

Journey Actions

Send Twilio SMS
Send a contact a personalized SMS. Capture replies and send follow-up messages based on their contents.
Update Field
Update a field to a specific value.
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 Twilio, Custom Fields and Pandadoc.