Twilio + Pandadoc + Help Scout integration

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

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Marketing Automation ideas to integrate Twilio, Pandadoc and Help Scout.

Help Scout Create Conversation to Send Pandadoc Document to Send Twilio SMS

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Help Scout Satisfaction Rating to Send Twilio SMS to Send Pandadoc Document

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

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

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Help Scout Create Conversation to Check Pandadoc Status to Send Twilio SMS

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Help Scout Satisfaction Rating to Check Pandadoc Status to Send Twilio SMS

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Twilio SMS Received to Send Twilio SMS to Send Pandadoc Document

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Twilio SMS Received to Send Pandadoc Document to Send Twilio SMS

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

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Help Scout Tag to Send Twilio SMS to Send Pandadoc Document

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Help Scout Tag to Check Pandadoc Status to Send Twilio SMS

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Help Scout Tag to Send Pandadoc Document to Send Twilio SMS

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Help Scout Satisfaction Rating to Send Pandadoc Document to Send Twilio SMS

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Twilio SMS Received to Check Pandadoc Status to Send Twilio SMS

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Help Scout Create Conversation to Send Twilio SMS to Send Pandadoc Document

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Showing 15 journey ideas for Twilio, Pandadoc and Help Scout

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 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.

About the Help Scout integration

Help Scout makes excellent customer service achievable for companies of all sizes. The Autopilot and Help Scout integration allows you to display customer information directly in Help Scout. Shapes allow you to create new tickets in journeys and trigger new journeys when conversations are tagged.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Twilio integration, Pandadoc integration and the Help Scout 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.
Pandadoc Document Status Change
Triggers when the last document status changes to either draft, completed, sent, viewed or paid.
Help Scout Tag
Trigger when a new tag is added to a Help Scout conversation.
Help Scout Satisfaction Rating
Triggers when a conversation has a satisfaction rating.
Help Scout Create Conversation
Creates a new Help Scout conversation.

Conditions

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, Pandadoc and Help Scout.