Salesforce + thanks.io

Send Thanks.io postcards to new Salesforce leads

Send a handwritten Thanks.io postcard to your Salesforce leads - without taking the extra time to write and mail them! Stand out from the pack by sending a real physical postcard that shows you're serious about doing business with new leads. Set up this Zap and it will automatically send Thanks.io postcards to new Salesforce leads.

When this happens...
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerPolling
automatically do this!
Send Postcard
Immediately sends a postcard. If mailing address isn't provided but email is, we will attempt to lookup mailing address for 7c per successful response.
ActionWrite

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Supported triggers and actions

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History ObjectRequired
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce ObjectsRequired
Trigger
Polling
Try It
- Salesforce ObjectRequired
Trigger
Polling
Try It
- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- Note TitleRequired
- Note ContentRequired
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce ObjectRequired
- Record IDRequired
Action
Write
- Contact to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
Action
Search
- Salesforce ObjectRequired
- Record IDRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Mailing List (if not selected, trigger will apply to all recipients)
Trigger
Instant
Try It
- Mailing List (if not selected, trigger will apply to all recipients)
Trigger
Instant
Try It
- Recipient First Name
- Recipient Last Name
- Recipient Full Name
- Full Address
- Street Address
- Unit or Apt (Address Line 2)
- City
- Postal Code
- State / Province
- Country Code
- Recipient Email
- Recipient Phone
- Recipient Company Name
- Message
- Message Template
- Message Handwriting Style
- Image Template
- Custom Field #1
- Custom Field #2
- Custom Field #3
- Custom Field #4
- Image URL
- Custom Background Image URL
- Custom Return Name
- Custom Return Street
- Custom Return Unit or Apt
- Custom Return City
- Custom Return State
- Custom Postal Code
- Sub Account
- Giftcard Amount in Cents
- Giftcard Brand
Action
Write
- Radius Search AddressRequired
- Radius Search Record CountRequired
- Record Types
- Include Condos
- Use Property Owner
- Message
- Message Template
- Message Handwriting Style
- Image URL
- Image Template
- Custom Field #1
- Custom Field #2
- Custom Field #3
- Custom Field #4
- Envelope
- Additional Pages URL
- Custom Return Name
- Custom Return Street
- Custom Return Unit or Apt
- Custom Return City
- Custom Return State
- Custom Postal Code
- Sub Account
- Append Data
Action
Write
- Radius Search AddressRequired
- Radius Search Record CountRequired
- Record Types
- Include Condos
- Use Property Owner
- Message
- Message Template
- Message Handwriting Style
- Image Template
- Image URL
- Custom Field #1
- Custom Field #2
- Custom Field #3
- Custom Field #4
- Custom Return Name
- Custom Return Street
- Custom Return Unit or Apt
- Custom Return City
- Custom Return State
- Custom Postal Code
- Sub Account
- Append Data
Action
Write
- Radius Search AddressRequired
- Radius Search Record CountRequired
- Record Types
- Include Condos
- Use Property Owner
- Message
- Message Template
- Message Handwriting Style
- Image Template
- Image URL
- Custom Background Image
- Custom Field #1
- Custom Field #2
- Custom Field #3
- Custom Field #4
- Postcard Size
- Custom Return Name
- Custom Return Street
- Custom Return Unit or Apt
- Custom Return City
- Custom Return State
- Custom Return Postal Code
- QR Code URL
- Sub Account
- Append Data
Action
Write
- Radius Search AddressRequired
- Radius Search Record CountRequired
- Record Types
- Include Condos
- Use Property Owner
- Message
- Message Template
- Message Handwriting Style
- Image URL
- Image Template
- Custom Field #1
- Custom Field #2
- Custom Field #3
- Custom Field #4
- Additional Pages URL
- Custom Return Name
- Custom Return Street
- Custom Return Unit or Apt
- Custom Return City
- Custom Return State
- Custom Postal Code
- Sub Account
- Append Data
Action
Write
- Email AddressRequired
Action
Write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce ObjectRequired
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce ObjectRequired
Trigger
Polling
Try It
- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Order IDRequired
Trigger
Polling
Try It
- Mailing List (if not selected, trigger will apply to all recipients)
Trigger
Instant
Try It
- Mailing ListRequired
- Recipient Full Name
- Recipient First Name
- Recipient Last Name
- Recipient Company
- Street or Complete Address
- Address Line 2
- City
- State / Province
- Postal Code
- Country Code
- Birthday
- Email
- Phone
- Custom Field #1
- Custom Field #2
- Custom Field #3
- Custom Field #4
Action
Write
- Recipient First Name
- Recipient Last Name
- Recipient Full Name
- Full Address
- Street Address
- Unit or Apt (Address Line 2)
- City
- Postal Code
- State / Province
- Country Code
- Recipient Email
- Recipient Phone
- Recipient Company Name
- Message
- Message Template
- Message Handwriting Style
- Image URL
- Image Template
- Custom Field #1
- Custom Field #2
- Custom Field #3
- Custom Field #4
- Additional Pages URL
- Custom Return Name
- Custom Return Street
- Custom Return Unit or Apt
- Custom Return City
- Custom Return State
- Custom Postal Code
- QR Code URL
- Sub Account
Action
Write
- Recipient First Name
- Recipient Last Name
- Recipient Full Name
- Full Address
- Street Address
- Unit or Apt (Address Line 2)
- City
- Postal Code
- State / Province
- Country Code
- Recipient Email
- Recipient Phone
- Recipient Company Name
- Message
- Message Template
- Message Handwriting Style
- Image Template
- Custom Field #1
- Custom Field #2
- Custom Field #3
- Custom Field #4
- Image URL
- Custom Background Image URL
- Custom Return Name
- Custom Return Street
- Custom Return Unit or Apt
- Custom Return City
- Custom Return State
- Custom Postal Code
- QR Code URL
- Sub Account
Action
Write
- Recipient First Name
- Recipient Last Name
- Recipient Full Name
- Full Address
- Street Address
- Unit or Apt (Address Line 2)
- City
- Postal Code
- State / Province
- Country Code
- Recipient Email
- Recipient Phone
- Recipient Company Name
- Message
- Message Template
- Message Handwriting Style
- Image Template
- Image URL
- Custom Background Image URL
- Custom Field #1
- Custom Field #2
- Custom Field #3
- Custom Field #4
- Postcard Size
- Custom Return Name
- Custom Return Street
- Custom Return Unit or Apt
- Custom Return City
- Custom Return State
- Custom Return Postal Code
- QR Code URL
- Sub Account
Action
Write
- Recipient First Name
- Recipient Last Name
- Recipient Full Name
- Full Address
- Street Address
- Unit or Apt (Address Line 2)
- City
- Postal Code
- State / Province
- Country Code
- Recipient Email
- Recipient Phone
- Recipient Company Name
- Message
- Message Template
- Message Handwriting Style
- Image URL
- Image Template
- Custom Field #1
- Custom Field #2
- Custom Field #3
- Custom Field #4
- Additional Pages URL
- Custom Return Name
- Custom Return Street
- Custom Return Unit or Apt
- Custom Return City
- Custom Return State
- Custom Postal Code
- QR Code URL
- Sub Account
Action
Write
- Mailing ListRequired
- Street Address
- State / Province
- Address Line 2
- City
- Postal Code
- Country Code
- Email
Action
Write

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About thanks.io

Thanks.io is a way to automatically send ‘handwritten’ postcards, letters, notecards, and giftcards at scale for as low as $.59 per card.

Learn more

Related categories

Printing

Related Zap Templates

Send new Salesforce opportunities Thanks.io postcards

Send Thanks.io postcards to new Salesforce contacts

"create new Salesforce leads from qr code scans in thanks.io"

Salesforce + thanks.io

Send Thanks.io postcards to new Salesforce leads

Supported triggers and actions

New Case Attachment

New Field History Tracking Event

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Create Child Records (with line item support)

Create Enhanced Note

Create Lead

Create Record

Delete Record

Update Contact

Update Record

API Request (Beta)

Find Record

Find Record(s) by Query

Get Record Attachments

Find or Create Record by Query

Item Delivered

QR Code Scan

Send Giftcard

Send Letter via Radius Search

Send Notecard via Radius Search

Send Postcard via Radius Search

Send Windowless Letter via Radius Search

Lookup Address by Email

New Contact

New or Updated File on Record

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Create Contact

Create File

Create Note

Create Record (UTC)

Send Email

Update Lead

Update Record (UTC)

Find Child Records

Find Record(s)

Find Record by Query

Find or Create Record

Get Order Details

New Recipient Added

Add Recipient

Send Windowed Letter

Send Notecard

Send Postcard

Send Windowless Letter

Delete Recipient

About Salesforce

Related categories

Similar apps

Zapier Interfaces

About thanks.io

Related categories

Related Zap Templates

Related Zap Templates