Typeform + Lists + Pandadoc integration

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

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Marketing Automation ideas to integrate Typeform, Lists and Pandadoc.

Pandadoc Document Status Change to Has Submitted Typeform to Add to List

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Typeform Submitted to Check Pandadoc Status to Add to List

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List Trigger to Has Submitted Typeform to Send Pandadoc Document

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Removed From List to Has Submitted Typeform to Remove From List

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Typeform Submitted to Remove From List to Send Pandadoc Document

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Typeform Submitted to Send Pandadoc Document to Remove From List

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Typeform Submitted to Has Submitted Typeform to Add to List

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Removed From List to Has Submitted Typeform to Send Pandadoc Document

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List Trigger to Has Submitted Typeform to Add to List

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List Trigger to Has Submitted Typeform to Remove From List

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Typeform Submitted to Send Pandadoc Document to Add to List

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Typeform Submitted to Add to List to Send Pandadoc Document

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Removed From List to Has Submitted Typeform to Add to List

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Pandadoc Document Status Change to Has Submitted Typeform to Remove From List

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Typeform Submitted to Is on List or Segment to Send Pandadoc Document

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Typeform Submitted to Has Submitted Typeform to Remove From List

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Typeform Submitted to Check Lead Status to Send Pandadoc Document

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Typeform Submitted to Check Pandadoc Status to Remove From List

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Showing 18 journey ideas for Typeform, Lists 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 Lists integration

Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.

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, Lists integration and the Pandadoc integration.

Journey Triggers

Typeform Submitted
Add a contact to a journey when they submit a Typeform.
List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.
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.
Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.
Check Pandadoc Status
Checks the current status of the Pandadoc for the user.

Journey Actions

Add to List
Add a contact to a list.
Remove From List
Remove a contact from a list.
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, Lists and Pandadoc.