Twilio + NationBuilder + Pandadoc integration

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

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Marketing Automation ideas to integrate Twilio, NationBuilder and Pandadoc.

New NationBuilder Donor to Send Pandadoc Document to Send Twilio SMS

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New NationBuilder Person Tag to Check Pandadoc Status to Send Twilio SMS

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NationBuilder Membership Status to Send Pandadoc Document to Send Twilio SMS

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New NationBuilder Donor to Is a NationBuilder Donor? to Send Twilio SMS

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NationBuilder Membership Status to Is a NationBuilder Donor? to Send Twilio SMS

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New NationBuilder Person Tag to Send Twilio SMS to Send Pandadoc Document

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Added to NationBuilder Nation List to Is a NationBuilder Donor? to Send Twilio SMS

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Added to NationBuilder Nation List to Check Pandadoc Status to Send Twilio SMS

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New NationBuilder Donor to Send Twilio SMS to Send Pandadoc Document

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New NationBuilder Person Tag to Send Pandadoc Document to Send Twilio SMS

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Twilio SMS Received to Is a NationBuilder Donor? to Send Pandadoc Document

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Added to NationBuilder Nation List to Send Pandadoc Document to Send Twilio SMS

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NationBuilder Membership Status to Check Pandadoc Status to Send Twilio SMS

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Added to NationBuilder Nation List to Send Twilio SMS to Send Pandadoc Document

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New NationBuilder Person Tag to Is a NationBuilder Donor? to Send Twilio SMS

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Pandadoc Document Status Change to Is a NationBuilder Donor? to Send Twilio SMS

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Twilio SMS Received to Is a NationBuilder Donor? to Send Twilio SMS

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NationBuilder Membership Status to Send Twilio SMS to Send Pandadoc Document

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New NationBuilder Donor to Check Pandadoc Status to Send Twilio SMS

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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

Send Twilio SMS
Send a contact a personalized SMS. Capture replies and send follow-up messages based on their contents.
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, NationBuilder and Pandadoc.