Typeform + Insightly + Pandadoc integration

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

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Marketing Automation ideas to integrate Typeform, Insightly and Pandadoc.

Typeform Submitted to Has Submitted Typeform to Update Insightly Contact Field

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Insightly Opportunity Status Change to Has Submitted Typeform to Update Insightly Contact Field

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Typeform Submitted to Check Pandadoc Status to Assign Insightly Task

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Typeform Submitted to Check Pandadoc Status to Assign Insightly Owner

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Check Insightly Contact Field to Has Submitted Typeform to Assign Insightly Owner

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Add Insightly Opportunity to Has Submitted Typeform to Create Insightly Project

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Typeform Submitted to Check Pandadoc Status to Update Insightly Contact Field

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Check Insightly Opportunity Stage to Has Submitted Typeform to Create Insightly Project

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Check Insightly Contact Field to Has Submitted Typeform to Create Insightly Project

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Insightly Opportunity Status Change to Has Submitted Typeform to Assign Insightly Owner

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Typeform Submitted to Send Pandadoc Document to Assign Insightly Owner

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Typeform Submitted to Check Pandadoc Status to Create Insightly Project

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Check Insightly Contact Field to Has Submitted Typeform to Send Pandadoc Document

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Check Insightly Opportunity Stage to Has Submitted Typeform to Send Pandadoc Document

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Insightly Opportunity Status Change to Has Submitted Typeform to Assign Insightly Task

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Check Insightly Opportunity Stage to Has Submitted Typeform to Assign Insightly Task

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Check Insightly Contact Field to Has Submitted Typeform to Update Insightly Contact Field

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Pandadoc Document Status Change to Has Submitted Typeform to Assign Insightly Task

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Check Insightly Opportunity Stage to Has Submitted Typeform to Update Insightly Contact Field

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Insightly Contact Field Change to Has Submitted Typeform to Send Pandadoc Document

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Showing 20 journey ideas for Typeform, Insightly 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 Insightly integration

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

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, Insightly integration and the Pandadoc integration.

Journey Triggers

Typeform Submitted
Add a contact to a journey when they submit a Typeform.
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.
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 Pandadoc Status
Checks the current status of the Pandadoc for the user.

Journey Actions

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.
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, Insightly and Pandadoc.