Zendesk + Pandadoc Integration

Use Autopilot to automate and integrate Zendesk and Pandadoc.

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Marketing Automation ideas to integrate Zendesk and Pandadoc

Unsubscribed from Mailchimp Audience to Submit New Zendesk Ticket to Send Pandadoc Document

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Submits New Zendesk Ticket to Send Segment Event

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Submits New Zendesk Ticket to Send Segment Event to Send Pandadoc Document

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Submits New Zendesk Ticket to Add Salesforce Task to Send Pandadoc Document

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Drift Goal Reached to Check Pandadoc Status to Submit New Zendesk Ticket

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Submits New Zendesk Ticket to Check Pandadoc Status to Update Field

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Segment Event to Send Pandadoc Document to Submit New Zendesk Ticket

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Submits New Zendesk Ticket to Send Pandadoc Document

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Pandadoc Document Status Change to Update HubSpot CRM Deal Stage

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Submits New Zendesk Ticket to Check Pandadoc Status to Submit New Zendesk Ticket

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Delighted NPS Response to Send Pandadoc Document

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Submits New Zendesk Ticket to Send Pandadoc Document

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Submits New Zendesk Ticket to Send Pandadoc Document

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Delighted NPS Response to Submit New Zendesk Ticket

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Submits New Zendesk Ticket to Check Salesforce Campaign Member Status to Send Pandadoc Document

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Submits New Zendesk Ticket to Check Pandadoc Status to Change Score

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Submits New Zendesk Ticket to Add Salesforce Task

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Submits New Zendesk Ticket to Add Salesforce Task

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Pandadoc Document Status Change to Submit New Zendesk Ticket

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Submits New Zendesk Ticket to Send Pandadoc Document

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Showing 20 of 536 Marketing Automation ideas using Autopilot's Zendesk and Pandadoc integration.

About Zendesk

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 Pandadoc

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 Zendesk integration.

Triggers

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

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.

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 Zendesk and Pandadoc.