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AgencyBloc + Handwrytten + Filter by Zapier

Send Handwrytten cards for new AgencyBloc activities

Want to send a physical, handwritten card to your clients for special occasions? Create an AgencyBloc activity with a specific subject line (i.e. Happy Birthday) that will trigger Handwrytten to send a unique, handwritten card to that contact. You can send cards for birthdays, anniversaries, welcoming new clients, etc. You can create the activities manually in AgencyBloc or use AgencyBloc’s Automated Workflow to automate the process.

Want to send a physical, handwritten card to your clients for special occasions? Create an AgencyBloc activity with a specific subject line (i.e. Happy Birthday) that will trigger Handwrytten to send a unique, handwritten card to that contact. You can send cards for birthdays, anniversaries, welcoming new clients, etc. You can create the activities manually in AgencyBloc or use AgencyBloc’s Automated Workflow to automate the process.

  1. When this happens...
    AgencyBlocAgencyBloc
    Activity Created

    Triggers when an Activity is created in AgencyBloc.

    TriggerInstant
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then do this...
    AgencyBlocAgencyBloc
    Get Individual by ID

    Find and include Individual information by Individual ID.

    ActionSearch
  4. then do this!
    HandwryttenHandwrytten
    Send Card

    Sends a card to a new recipient. All information is provided (i.e., you do not use address objects to build up the record.).

    ActionWrite
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Supported triggers and actions

What does this mean?
agencybloc logo
agencybloc logo

About AgencyBloc

AgencyBloc is an agency management system for L&H insurance agencies that includes CRM, commissions processing, sales, and automation tools.
Learn more

Related categories

  • Sales & CRM
handwrytten logo
handwrytten logo

About Handwrytten

Handwrytten is a way to automatically send real cards and notes written in pen and ink.
Learn more

Related categories

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filter logo

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Related categories

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