Typeform + Zendesk + Pandadoc integration

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

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Marketing Automation ideas to integrate Typeform, Zendesk and Pandadoc.

Typeform Submitted to Submit New Zendesk Ticket to Send Pandadoc Document

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Typeform Submitted to Has Submitted Typeform to Submit New Zendesk Ticket

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Typeform Submitted to Zendesk Ticket Status to Send Pandadoc Document

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Typeform Submitted to Check Pandadoc Status to Submit New Zendesk Ticket

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Pandadoc Document Status Change to Has Submitted Typeform to Submit New Zendesk Ticket

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Submits New Zendesk Ticket to Has Submitted Typeform to Send Pandadoc Document

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Typeform Submitted to Send Pandadoc Document to Submit New Zendesk Ticket

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Submits New Zendesk Ticket to Has Submitted Typeform to Submit New Zendesk Ticket

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Showing 8 journey ideas for Typeform, Zendesk 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 Zendesk integration

Zendesk is a service platform that builds software to empower organization and customer relationships. Zendesk’s family of products helps organizations understand their customers, improve communication, and offer support where and when it’s needed most.

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, Zendesk integration and the Pandadoc integration.

Journey Triggers

Typeform Submitted
Add a contact to a journey when they submit a Typeform.
Submits New Zendesk Ticket
When a new ticket is submitted that matches certain criteria trigger a new journey.
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.
Zendesk Ticket Status
Check the status or detail of the most recent ticket against a contact with a true or false outcome.
Check Pandadoc Status
Checks the current status of the Pandadoc for the user.

Journey Actions

Submit New Zendesk Ticket
Submits a new Zendesk ticket for the contact in the journey.
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, Zendesk and Pandadoc.