Twilio + Pandadoc + Shopify integration

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

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Marketing Automation ideas to integrate Twilio, Pandadoc and Shopify.

New Shopify Customer to Send Pandadoc Document to Send Twilio SMS

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Twilio SMS Received to Send Pandadoc Document to Send Twilio SMS

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Shopify Abandoned Cart to Check Pandadoc Status to Send Twilio SMS

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New Shopify Customer to Send Twilio SMS to Send Pandadoc Document

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Shopify Abandoned Cart to Send Pandadoc Document to Send Twilio SMS

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Has Abandoned Shopify Cart to Send Twilio SMS to Send Pandadoc Document

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Twilio SMS Received to Check Pandadoc Status to Send Twilio SMS

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New Shopify Customer to Check Pandadoc Status to Send Twilio SMS

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Shopify Abandoned Cart 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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Pandadoc Document Status Change to Check Pandadoc Status to Send Twilio SMS

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Has Abandoned Shopify Cart to Check Pandadoc Status to Send Twilio SMS

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Has Abandoned Shopify Cart to Send Pandadoc Document to Send Twilio SMS

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

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Twilio SMS Received to Send Twilio SMS to Send Pandadoc Document

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Showing 15 journey ideas for Twilio, Pandadoc and Shopify

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 Shopify integration

Shopify is the leading cloud-based, multi-channel commerce platform designed for small and medium-sized businesses. Merchants can use the software to design, set up, and manage their stores across multiple sales channels, including web, mobile, social media, marketplaces, brick-and-mortar locations, and pop-up shops. The platform also provides merchants with a powerful back-office and a single view of their business. The Shopify platform was engineered for reliability and scale, making enterprise-level technology available to businesses of all sizes. Shopify currently powers over 377,500 businesses in approximately 175 countries and is trusted by brands such as Tesla, Red Bull, Nestle, GE, Kylie Cosmetics, and many more.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Twilio integration, Pandadoc integration and the Shopify 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.
Has Abandoned Shopify Cart
Check if the contact has a current Shopify abandoned cart.
Shopify Abandoned Cart
Add a new contact to a journey when they abandon a Shopify cart.
New Shopify Customer
Triggers a contact into a journey when a new customer is added to Shopify.

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 Shopify.