Twilio + Pandadoc + Insightly integration

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

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Marketing Automation ideas to integrate Twilio, Pandadoc and Insightly.

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

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Pandadoc Document Status Change to Update Insightly Contact Field to Send Twilio SMS

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Twilio SMS Received to Update Insightly Contact Field to Send Pandadoc Document

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Twilio SMS Received to Check Pandadoc Status to Assign Insightly Owner

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Twilio SMS Received to Create Insightly Project to Send Pandadoc Document

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Insightly Opportunity Status Change to Check Pandadoc Status to Send Twilio SMS

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Check Insightly Contact Field to Check Pandadoc Status to Send Twilio SMS

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Pandadoc Document Status Change to Send Twilio SMS to Update Insightly Contact Field

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Add Insightly Opportunity to Send Pandadoc Document to Send Twilio SMS

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Twilio SMS Received to Send Pandadoc Document to Assign Insightly Owner

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Twilio SMS Received to Send Twilio SMS to Send Pandadoc Document

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Twilio SMS Received to Assign Insightly Owner to Send Pandadoc Document

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Check Insightly Opportunity Stage to Send Pandadoc Document to Send Twilio SMS

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Add Insightly Opportunity to Send Twilio SMS to Send Pandadoc Document

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Check Insightly Opportunity Stage to Send Twilio SMS to Send Pandadoc Document

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Twilio SMS Received to Send Pandadoc Document to Update Insightly Contact Field

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Twilio SMS Received to Check Pandadoc Status to Assign Insightly Task

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Twilio SMS Received to Check Pandadoc Status to Update Insightly Contact Field

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Check Insightly Opportunity Stage to Check Pandadoc Status to Send Twilio SMS

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Add Insightly Opportunity to Check Pandadoc Status to Send Twilio SMS

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Showing 20 journey ideas for Twilio, Pandadoc and Insightly

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 Insightly integration

Grow your business faster than ever before by building stronger customer relationships over time, and exceeding expectations every step of the way.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Twilio integration, Pandadoc integration and the Insightly 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.
Insightly Opportunity Status Change
Add a contact to a journey when the opportunity stage changes in Insightly.
Insightly Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Check Insightly Contact Field
Check for a specific value in a contact field.
Add Insightly Opportunity
Add a new opportunity against the contact in the journey.
Check Insightly Opportunity Stage
Check the opportunity stage with a true or false outcome.

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.
Create Insightly Project
Creates a new project within Insightly.
Assign Insightly Owner
Assigns an owner or round robins ownership to a contact or lead.
Assign Insightly Task
Assigns a task on for a lead or contact.
Update Insightly Contact Field
Updates a field with a certain value associated against a contact in Insightly.

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 Insightly.