Twilio + Email + Pandadoc integration

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

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Marketing Automation ideas to integrate Twilio, Email and Pandadoc.

Email Activity to Send Email to Send Twilio SMS

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Email Activity to Check Pandadoc Status to Send Twilio SMS

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Email Activity to Send Pandadoc Document to Send Twilio SMS

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Twilio SMS Received to Send Twilio SMS to Send Email

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Twilio SMS Received to Check Email Status to Send Twilio SMS

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Pandadoc Document Status Change to Send Email to Send Twilio SMS

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Email Activity to Check Email Status to Send Twilio SMS

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Twilio SMS Received to Check Pandadoc Status to Send Email

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Email Activity to Send Twilio SMS to Send Email

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Email Activity to Send Twilio SMS to Send Pandadoc Document

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Twilio SMS Received to Send Pandadoc Document to Send Email

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Twilio SMS Received to Send Email to Send Pandadoc Document

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Twilio SMS Received to Check Email Status to Send Pandadoc Document

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Twilio SMS Received to Send Email to Send Twilio SMS

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Pandadoc Document Status Change to Check Email Status to Send Twilio SMS

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Pandadoc Document Status Change to Send Twilio SMS to Send Email

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Showing 16 journey ideas for Twilio, Email 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 Email integration

Send beautiful, responsive and personalized marketing emails. All with drag and drop. Send newsletters, blog posts, webinar invitations, lead nurture emails, drip email sequences and more. You can also use Autopilot for transactional email. Send timely, personalized and professional transactional emails. Send order confirmations, purchase receipts, account updates, system messages, form submission confirmations, cart abandonment emails and more. Autopilot supports the Liquid template language. This provides a powerful and flexible way to personalize your emails. Liquid allows you to include dynamic content in your emails. It also allows you to personalize your emails using dynamic logic.

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, Email 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.
Email Activity
Add a contact to a journey when they are sent, or interact with (e.g. open or click), any email or a specific email.
Pandadoc Document Status Change
Triggers when the last document status changes to either draft, completed, sent, viewed or paid.

Conditions

Check Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).
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.
Send Email
Send a contact a personalized marketing or transactional email.
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, Email and Pandadoc.