Twilio + Pandadoc + Segment integration

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

Upcoming

Marketing Automation ideas to integrate Twilio, Pandadoc and Segment.

Twilio SMS Received to Send Twilio SMS to Send Pandadoc Document

Try this free

Segment Event to Check Pandadoc Status to Send Twilio SMS

Try this free

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

Try this free

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

Try this free

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

Try this free

Twilio SMS Received to Send Segment Event to Send Pandadoc Document

Try this free

Twilio SMS Received to Send Pandadoc Document to Send Twilio SMS

Try this free

Segment Event to Send Pandadoc Document to Send Twilio SMS

Try this free

Twilio SMS Received to Check Pandadoc Status to Send Twilio SMS

Try this free

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

Try this free

Twilio SMS Received to Check Pandadoc Status to Send Segment Event

Try this free

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

Try this free

Twilio SMS Received to Send Pandadoc Document to Send Segment Event

Try this free

Segment Event to Send Twilio SMS to Send Pandadoc Document

Try this free

Showing 14 journey ideas for Twilio, Pandadoc and Segment

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 Segment integration

Personalize your marketing by triggering and personalizing your messages based on user events. Activate new users and drive higher engagement and retention.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Twilio integration, Pandadoc integration and the Segment 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.
Segment Event
Add a contact to a journey when they perform a Segment event.

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.
Send Segment Event
Send a contextual Segment Event.

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 Segment.