Twilio + Lists + Pandadoc integration

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

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Marketing Automation ideas to integrate Twilio, Lists and Pandadoc.

Twilio SMS Received to Send Twilio SMS to Remove From List

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Removed From List to Remove From List to Send Twilio SMS

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Twilio SMS Received to Is on List or Segment to Send Twilio SMS

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Twilio SMS Received to Check Pandadoc Status to Add to List

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List Trigger to Check Pandadoc Status to Send Twilio SMS

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Twilio SMS Received to Add to List to Send Pandadoc Document

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Twilio SMS Received to Send Pandadoc Document to Add to List

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Removed From List to Send Twilio SMS to Add to List

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Twilio SMS Received to Check Lead Status to Send Twilio SMS

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

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List Trigger to Send Twilio SMS to Add to List

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Pandadoc Document Status Change to Send Twilio SMS to Add to List

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List Trigger to Send Twilio SMS to Remove From List

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Twilio SMS Received to Check Lead Status to Send Pandadoc Document

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Twilio SMS Received to Is on List or Segment to Send Pandadoc Document

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Pandadoc Document Status Change to Is on List or Segment to Send Twilio SMS

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Pandadoc Document Status Change to Remove From List to Send Twilio SMS

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List Trigger to Is on List or Segment to Send Twilio SMS

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Removed From List to Send Twilio SMS to Remove From List

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Pandadoc Document Status Change to Add to List to Send Twilio SMS

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Showing 20 journey ideas for Twilio, Lists 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 Lists integration

Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.

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, Lists 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.
List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.
Pandadoc Document Status Change
Triggers when the last document status changes to either draft, completed, sent, viewed or paid.

Conditions

Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.
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.
Add to List
Add a contact to a list.
Remove From List
Remove a contact from a list.
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, Lists and Pandadoc.