Salesforce + Pandadoc + NationBuilder integration

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

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Marketing Automation ideas to integrate Salesforce, Pandadoc and NationBuilder.

New NationBuilder Donor to Send Pandadoc Document to Assign Salesforce Lead to Group

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Salesforce Field Changed to Check Pandadoc Status to Add Salesforce Task

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Added to NationBuilder Nation List to Send Pandadoc Document to Assign Salesforce Lead

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Salesforce Field Changed to Is a NationBuilder Donor? to Send Pandadoc Document

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NationBuilder Membership Status to Send Pandadoc Document to Create Salesforce Opportunity

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New NationBuilder Person Tag to Check Pandadoc Status to Create Salesforce Opportunity

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New NationBuilder Person Tag to Create Salesforce Opportunity to Send Pandadoc Document

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NationBuilder Membership Status to Create Salesforce Opportunity to Send Pandadoc Document

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

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

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Added to NationBuilder Nation List to Check Salesforce Field to Send Pandadoc Document

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NationBuilder Membership Status to Check Pandadoc Status to Update Salesforce Field

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Pandadoc Document Status Change to Is a NationBuilder Donor? to Assign Salesforce Lead to Group

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NationBuilder Membership Status to Set Salesforce Campaign Member Status to Send Pandadoc Document

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

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NationBuilder Membership Status to Assign Salesforce Lead to Send Pandadoc Document

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New NationBuilder Donor to Add Salesforce Task to Send Pandadoc Document

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NationBuilder Membership Status to Check Pandadoc Status to Add Salesforce Task

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Salesforce Campaign Trigger to Add Salesforce Task to Send Pandadoc Document

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New NationBuilder Person Tag to Send Pandadoc Document to Assign Salesforce Lead to Group

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Showing 20 journey ideas for Salesforce, Pandadoc and NationBuilder

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 NationBuilder integration

NationBuilder offers everyone the technology and community infrastructure to lead people to greatness.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Pandadoc integration and the NationBuilder 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 NationBuilder Person Tag
Add a contact to a journey when a tag is applied.
Added to NationBuilder Nation List
Triggers when a contact is added to a list in NationBuilder.
New NationBuilder Donor
Add new donors to a journey.
NationBuilder Membership Status
Triggers when the membership status changes.

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.
Is a NationBuilder Donor?
Check is the contact in the journey is an existing donor with a true or false outcome.

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 NationBuilder.