Salesforce + Pandadoc + Big Commerce integration

Use Autopilot to create journeys that use the Salesforce, Pandadoc and Big Commerce integrations.

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Marketing Automation ideas to integrate Salesforce, Pandadoc and Big Commerce.

Salesforce Field Changed to Send Pandadoc Document to Create Salesforce Opportunity

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Salesforce Field Changed to Send Pandadoc Document to Add Salesforce Task

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Pandadoc Document Status Change to Add Salesforce Task to Send Pandadoc Document

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New BigCommerce Customer to Check Pandadoc Status to Update Salesforce Field

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Pandadoc Document Status Change to Check Pandadoc Status to Update Salesforce Field

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Pandadoc Document Status Change to Send Pandadoc Document to Assign Salesforce Lead

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Abandoned BigCommerce Cart to Check Pandadoc Status to Add Salesforce Task

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New BigCommerce Customer to Send Pandadoc Document to Assign Salesforce Lead to Group

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New BigCommerce Customer to Check Pandadoc Status to Assign Salesforce Lead to Group

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Pandadoc Document Status Change to Set Salesforce Campaign Member Status to Send Pandadoc Document

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Pandadoc Document Status Change to Assign Salesforce Lead to Send Pandadoc Document

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New Big Commerce Order to Check Pandadoc Status to Create Salesforce Opportunity

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Salesforce Campaign Trigger to Check Pandadoc Status to Add Salesforce Task

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New BigCommerce Customer to Send Pandadoc Document to Update Salesforce Field

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Abandoned BigCommerce Cart to Add Salesforce Task to Send Pandadoc Document

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Pandadoc Document Status Change to Send Pandadoc Document to Assign Salesforce Lead to Group

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Abandoned BigCommerce Cart to Send Pandadoc Document to Create Salesforce Opportunity

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Salesforce Campaign Trigger to Check Pandadoc Status to Update Salesforce Field

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Pandadoc Document Status Change to Check Pandadoc Status to Assign Salesforce Lead

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Salesforce Field Changed to Add Salesforce Task to Send Pandadoc Document

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Showing 20 journey ideas for Salesforce, Pandadoc and Big Commerce

About the Salesforce integration

Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.

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.

About the Big Commerce integration

BigCommerce enables merchants to sell more and scale faster than any other solution. We empower some of Australia's most successful brands to grow sales while streamlining operations.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Pandadoc integration and the Big Commerce integration.

Journey Triggers

Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field 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.
New Big Commerce Order
Triggers when a contact places a new order in Big Commerce.
New BigCommerce Customer
Triggers a contact into a journey when a new customer is added to Big Commerce.
Abandoned BigCommerce Cart
Add a new contact to a journey when they abandon a Big Commerce cart.

Conditions

Check Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.
Check Pandadoc Status
Checks the current status of the Pandadoc for the user.

Journey Actions

Create Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce 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 Salesforce, Pandadoc and Big Commerce.