Autopilot is a cloud-based software company that helps companies connect their marketing systems, automate their marketing touchpoints, and convert more customers. This one pager defines Journeys and gives an overview of the triggers, actions, and conditions available in Autopilot.

1. Multi-Channel Marketing Software | Journey Overview
What is Autopilot?
Autopilot is easy-to-use software for multi-channel marketing. Autopilot enables marketers to connect
their systems, create multi-channel marketing journeys, and convert leads into customers.
Triggers, Actions, and Conditions
Triggers, Actions, and Conditions are the elements that comprise every Autopilot Journey and are
represented by shapes.
What are Journeys?
Think of a Journey as a workflow detailing the complete experience your brand delivers to your audience.
Through an easy-to-use drag and drop interface, Autopilot’s Journey canvas allows you to visually design,
personalize, and automate the exact path customers will experience with your brand across multiple
channels, such as email, text, direct mail, and more.

2. Built-in Integrations
www.autopilothq.com | blog.autopilothq.com | @autopilotus
Triggers Actions Conditions
Added to List
Trigger at Time
Form Submitted
Field Changed
Removed from List
Field Changed (Salesforce)
Opp Stage Changed (Salesforce)
Campaign Status (Salesforce)
Event (Segment)
Add Delay
Send Email
Add to List
Add from List or Segment
Update Field
Remove from List
Send Notification
Send SMS (Twilio)
Mail Postcard (Lob)
Handwritten Note (MailLift)
Update Field (Salesforce)
Add a Task (Salesforce)
Assign Lead (Salesforce)
Assign Lead to Group (Salesforce)
Set Member Status (Salesforce)
Create Opportunity (Salesforce)
Send Event (Segment)
Send Survey (SurveyMonkey)
Add Lead Intelligence (InsideView)
Check Email Status
Is on List or Segment
Has Submitted Form
Visited Page
Check Field
Notification Status
Field Check (Salesforce)
Is a Lead (Salesforce)
Is an Opportunity (Salesforce)
Opportunity Stage (Salesforce)
Campaign Status (Salesforce)
Event Status (Segment)
Survey Status (SurveyMonkey)
About Autopilot
Autopilot is a cloud-based software company that helps companies connect their marketing systems, automate their marketing
touchpoints, and convert more customers. Autopilot’s built-in integrations to best of breed marketing, messaging, lead intelligence,
and CRM tools make it easy to message consistently using email, SMS, and physical mail. Founded in 2012, Autopilot is based in San
Francisco and has raised $15M in venture funding. Backers include Rembrandt Venture Partners, Southern Cross Venture Partners,
Blackbird Ventures, Tim Draper, and Terry Garnett.
Salesforce CRM
Achieve sales and marketing alignment in
real time
InsideView
Capture accurate company and contact
information
Segment
Collect, translate, and route your
customer data
Lob
Send postcards and other physical mail as easily
as email
Twilio
Automate phone calls and text messages to
your audience
MailLift
Surprise your contacts with handwritten letters
and postcards