Twilio + Pandadoc + Smart Segments integration

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

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Marketing Automation ideas to integrate Twilio, Pandadoc and Smart Segments.

Twilio SMS Received 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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Smart Segment Trigger to Send Pandadoc Document to Send Twilio SMS

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Smart Segment Trigger to Send Twilio SMS to Send Pandadoc Document

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

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Pandadoc Document Status Change 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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Smart Segment Trigger to Check Pandadoc Status to Send Twilio SMS

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

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Showing 9 journey ideas for Twilio, Pandadoc and Smart Segments

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 Smart Segments integration

Targeting the right people with the right message has never been this easy. Easily segment and engage your leads and customers based on any combination of field values, behaviors, list memberships and much more. Add them to journeys automatically when they meet your criteria.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Twilio integration, Pandadoc integration and the Smart Segments 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.
Smart Segment Trigger
Add contacts on a smart segment to a journey.

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 Smart Segments.