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Pendo

Connecting Pendo to your other apps with automation helps you make data available to people across your organization in a way that makes sense for them.

5 ways to automate Pendo with Zapier

Often it’s helpful to be notified of new Visitors in Slack so your larger team can have visibility, collaborate, and take action as needed. This integration allows you to push new visitors and additional metadata (i.e. First Visit Date, Associated Account, Email, etc.) from Pendo reports and automatically send channel messages in Slack in your company’s Slack instance.

Pendo is an extension of your product that captures user behavior, gathers feedback, and guides users.

Triggers when an account matches a segment specified in a report.

Account in Report

Triggers when a visitor matches a segment specified in a report.

Visitor in Report

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Slack

Triggers when a new message is posted to any public channel.

New Public Message Posted Anywhere

New Channel

Triggers when a new message is posted to a specific #channel you choose.

New Message Posted to Channel

Triggers when a custom emoji has been added to a team.

New Team Custom Emoji

Triggers when a new file is uploaded to your workspace.

New File

Triggers when a username or highlight word is mentioned in a public #channel.

New Mention

Triggers when a new message is found that matches the query.

New Message From Query

Triggers when a new message is posted to a specific #private-channel or multi-dm.

New Message Posted to Private Channel

Triggers when a Message is pushed from Slack.

New Pushed Message

Triggers when a reaction (aka reactji) is added to a message in a public #channel.

New Reaction Added

New Saved Message

Triggers when a new Slack user is created / first joins your org.

New User

Finds a Slack message using the Slack Search feature.

Find Message

Finds a user by matching against their email instead of their username.

Find User by Email

Find User by ID

Finds a user by matching against their real name instead of their username.

Find User by Name

Find User by Username

Adds a reminder for yourself or a teammate, just like the `/remind` slash command.

Add Reminder

Invite an existing User to an existing Channel. You must be a member of the channel to invite someone to it.

Invite User to Channel

Posts a message to the specific #channel you choose. Message delivery can be scheduled for later.

Send Channel Message

Sends a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.

Send Direct Message

Create Channel

Post a new message to a private channel you choose. Can also schedule a message for later.

Send Private Channel Message

Set Channel Topic

Update basic profile fields such as name or title

Update Profile

Sets your Slack status to the given text and emoji.

Set Status

Invite a new User to your Slack workspace. Uses legacy tokens.

Invite New User

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

Send channel messages in Slack for new visitors in Pendo reports

This integration makes it easy to automatically email new visitors (ie. send a welcome letter, message inactive users, adoption campaigns, etc.) seen in Pendo reports. Select Pendo visitor reports when setting up this integration to send new visitors emails. Be sure to pull in email metadata fields in Pendo reports if you don’t use it as visitors ID.

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.)

Have direct access to your own email servers? Check out our IMAP and SMTP services!

Email by Zapier

Triggers when an email is forwarded to your own custom **zapiermail.com** address.

New Inbound Email

Triggers when an email that you've enabled read receipts on via our `Send Outbound Email` trigger is opened.

New Read Receipt

Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom **zapiermail.com** address.

Send Outbound Email

Send emails for new visitors in Pendo reports

This integration makes it easy to automatically email new visitors (ie. send a welcome letter, message inactive users, adoption campaigns, etc.) seen in Pendo reports. Select Pendo visitor reports when setting up this integration to send new visitors emails. Be sure to pull in email metadata fields in Pendo reports if you don’t use it as your visitor ID.

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Gmail

Triggers when you receive a new attachment.

New Attachment

New Label

Triggers when you receive a new email and label it within two days.

New Labeled Email

Triggers when a new email appears in the specified mailbox.

New Email

Triggers when you receive a new email that matches a search string you provide.

New Email Matching Search

Triggers when you receive a new email and star it within two days.

New Starred Email

New Thread

Find Email

Find or Send Email

Add Label to Email

Delete Email

Create Draft

Create a draft reply to an existing email.

Create Draft Reply

Create Label

Send Email

Remove Label From Email

Reply to Email

Send Gmail emails for new visitors in Pendo reports

Often it’s helpful to be notified of new visitors in Microsoft Teams so your larger team can have visibility, collaborate, and take action as needed. This integration allows you to push new visitors and additional metadata (i.e. First Visit Date, Associated Account, Email, etc.) from your Pendo reports and automatically send new messages to specific channels in your company’s Microsoft Teams instance.

Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.

Microsoft Teams

Triggers when a new channel is created within a team.

Triggers when a member or highlight word is mentioned in a channel. Requires installation of the [Zapier app](https://appsource.microsoft.com/en-us/product/office/WA200002044) from the Teams Store.

New Channel Mention

Triggers when a new message is received in a chat.

New Chat Message

New Chat

Triggers when a new member is added to a team. Requires installation of the [Zapier app](https://appsource.microsoft.com/en-us/product/office/WA200002044) from the Teams Store.

New Team Member

Triggers when a new message is posted in a channel. Requires installation of the [Zapier app](https://appsource.microsoft.com/en-us/product/office/WA200002044) from the Teams Store.

New Channel Message

Triggers when a new reply is added to a message in a channel. Requires installation of the [Zapier app](https://appsource.microsoft.com/en-us/product/office/WA200002044) from the Teams Store.

New Reply to Message

Creates a new channel within a team. Requires installation of the [Zapier app](https://appsource.microsoft.com/en-us/product/office/WA200002044) from the Teams Store.

Creates a new one-on-one chat between you and a team member.

Create One-on-One Chat

Creates a new private channel within a team. Requires installation of the [Zapier app](https://appsource.microsoft.com/en-us/product/office/WA200002044) from the Teams Store.

Create Private Channel

Reply to Channel Message

Sends a message to a channel. Requires installation of the [Zapier app](https://appsource.microsoft.com/en-us/product/office/WA200002044) from the Teams Store.

Send Chat Message

Sends a chat message to the Zapier bot. Requires installation of the [Zapier app](https://appsource.microsoft.com/en-us/product/office/WA200002044) from the Teams Store.

Send Chat Message to Zapier Bot

Send channel messages in Microsoft Teams for new visitors in Pendo reports

Stay informed about visitor activity in your Pendo reports with this workflow. When a new visitor is detected in a Pendo report, it will automatically send a direct message in Slack, keeping you up-to-date without having to check Pendo manually. This helps you save time and respond to visitor events more efficiently.

Send Slack direct messages when new Pendo visitors appear in a report

Stay on top of your Pendo visitor reports and ensure timely communication with this automation. When a new Visitor in Report event occurs in Pendo, this workflow sends a personalized email through Microsoft Outlook to relevant recipients. No more manual work needed - simply let the seamless integration between Pendo and Outlook handle your report-related communications.

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

Microsoft Outlook

Triggers at a specified time before an event in your calendar starts.

Calendar Event Start

Cancelled Calendar Event

Triggers when a new event is created in your calendar.

New Calendar Event

Triggers when a new contact is added to your account

New Contact

Triggers when a new e-mail is received in your inbox.

Triggers when a new e-mail is received in your inbox that matches a search.

New Flagged Email

Triggers when a new new message in folder is created.

New Message in Folder

Updated Calendar Event

Find Calendar Event

Find a Contact

Find or Create Contact

Add Attendees to Calendar Event

Create an event in the calendar of your choice.

Create Event

Create Contact

Creates a draft of an email that can then be reviewed and sent out.

Create Draft Email

Delete Event

Creates a new reply to email, probably with input from previous steps.

Update Calendar Event

Update Contact

Send emails in Microsoft Outlook for new visitors in Pendo reports

Often it’s helpful to be notified of new accounts in Slack so your larger team can have visibility, collaborate, and take action as needed. This integration allows you to push new accounts and additional metadata (i.e. First Visit Date, Plan Type, Assigned Customer Success Manager, etc.) from Pendo reports and automatically send Slack messages to specific channels in your company’s Slack instance.

Send channel messages in Slack for new accounts in Pendo reports

Stay on top of your Pendo reports and ensure timely communication with this smooth workflow. Whenever a new account shows up in your Pendo report, an outbound email will be efficiently dispatched through the Email by Zapier app. This way, you can quickly relay important information, updates, or notifications, enhancing your email management and responsiveness.

Send outbound emails in Email by Zapier when new accounts are in report in Pendo

Often it’s helpful to be notified of new accounts in Microsoft Teams so your larger team can have visibility, collaborate, and take action as needed. This integration allows you to push new accounts and additional metadata (i.e. First Visit Date, Plan Type, Assigned Customer Success Manager, etc.) from Pendo reports and automatically send new messages to specific channels in your company’s Microsoft Team instance.

Send channel messages in Microsoft Teams for new accounts in Pendo reports

This Google Sheets integration makes it easy to push new visitors and additional metadata (i.e. emails from: 

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

Google Sheets

Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.

New Spreadsheet Row (Team Drive)

Triggers when a new row is added to the bottom of a spreadsheet.

New Spreadsheet Row

Triggers when a new spreadsheet is created.

New Spreadsheet

Triggers when a new row is added or modified in a spreadsheet - works best with Team Drives.

New or Updated Spreadsheet Row (Team Drive)

Triggers when a new row is added or modified in a spreadsheet.

New or Updated Spreadsheet Row

Triggers when a worksheet is created in a spreadsheet.

New Worksheet

Find up to 500 rows based on a column and value as line items.

Lookup Spreadsheet Rows (Advanced)

Find Worksheet

Return up to 500 rows as a single JSON value or as line items.

Get Many Spreadsheet Rows (Advanced)

Find a specific spreadsheet row based on a column and value. If found, it returns the entire row. Optionally, create a new row if no match is found.

5 ways to automate Pendo with Zapier

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