Typeform + Custom Fields + Pandadoc integration

Use Autopilot to create journeys that use the Typeform, Custom Fields and Pandadoc integrations.

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Marketing Automation ideas to integrate Typeform, Custom Fields and Pandadoc.

Field Match to Has Submitted Typeform to Update Field

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Typeform Submitted to Check Pandadoc Status to Update Field

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Pandadoc Document Status Change to Has Submitted Typeform to Update Field

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Typeform Submitted to Send Pandadoc Document to Update Field

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Typeform Submitted to Check Field to Send Pandadoc Document

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Typeform Submitted to Has Submitted Typeform to Update Field

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Typeform Submitted to Update Field to Send Pandadoc Document

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Field Match to Has Submitted Typeform to Send Pandadoc Document

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Showing 8 journey ideas for Typeform, Custom Fields and Pandadoc

About the Typeform integration

Continue the conversations you started on Typeform by automating the next steps of your customer’s journey in Autopilot.

About the Custom Fields integration

Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.

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.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Typeform integration, Custom Fields integration and the Pandadoc integration.

Journey Triggers

Typeform Submitted
Add a contact to a journey when they submit a Typeform.
Field Match
Add a contact to a journey when a particular field's value meets your criteria (e.g. contains a particular word).
Pandadoc Document Status Change
Triggers when the last document status changes to either draft, completed, sent, viewed or paid.

Conditions

Has Submitted Typeform
Check if a contact has previously submitted a specific Typeform.
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Pandadoc Status
Checks the current status of the Pandadoc for the user.

Journey Actions

Update Field
Update a field to a specific value.
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 Typeform, Custom Fields and Pandadoc.