Twilio + NationBuilder + Pandadoc integration
Use Autopilot to create journeys that use the Twilio, NationBuilder and Pandadoc integrations.
Marketing Automation ideas to integrate Twilio, NationBuilder and Pandadoc.
Showing 19 journey ideas for Twilio, NationBuilder 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 NationBuilder integration
NationBuilder offers everyone the technology and community infrastructure to lead people to greatness.
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, NationBuilder 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.
New NationBuilder Person Tag
Add a contact to a journey when a tag is applied.
Added to NationBuilder Nation List
Triggers when a contact is added to a list in NationBuilder.
New NationBuilder Donor
Add new donors to a journey.
NationBuilder Membership Status
Triggers when the membership status changes.
Pandadoc Document Status Change
Triggers when the last document status changes to either draft, completed, sent, viewed or paid.
Conditions
Is a NationBuilder Donor?
Check is the contact in the journey is an existing donor with a true or false outcome.
Check Pandadoc Status
Checks the current status of the Pandadoc for the user.
Journey Actions