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.
- When this happens...
Activity CreatedTriggers when an Activity is created in AgencyBloc.
- automatically do this...
Only continue if...Set up rules to specify when this Zap can continue running.
- then do this...Get Individual by ID
Find and include Individual information by Individual ID.
- then do this!
Send CardSends a card to a new recipient. All information is provided (i.e., you do not use address objects to build up the record.).
Activity CreatedTriggers when an Activity is created in AgencyBloc.Trigger- Activity UpdatedTriggers when an Activity is updated in AgencyBloc.Trigger
- Group CreatedTriggers when a Group is created in AgencyBloc.Trigger
- Group UpdatedTriggers when a Group is updated in AgencyBloc.Trigger
- Individual CreatedTriggers when an Individual is created in AgencyBloc.Trigger
- Individual UpdatedTriggers when an Individual is updated in AgencyBloc.Trigger
- Policy CreatedTriggers when a Policy is created in AgencyBloc.Trigger
- Policy UpdatedTriggers when a Policy is updated in AgencyBloc.Trigger
- AgencyBloc
Creates an Activity in AgencyBloc.
Scheduled
Action
- AgencyBloc
Creates a Group in AgencyBloc.
Scheduled
Action
- AgencyBloc
Creates an Individual in AgencyBloc.
Scheduled
Action
- AgencyBloc
Creates a Policy in AgencyBloc.
Scheduled
Action
- AgencyBloc
Find and include Activity information by Activity ID.
Scheduled
Action
- AgencyBloc
Find and include Group information by Group ID.
Scheduled
Action
- AgencyBloc
Find and include Individual information by Individual ID.
Scheduled
Action
- AgencyBloc
Finds An Individual By Date Of Birth And Name
Scheduled
Action
- AgencyBloc
Finds An Individual By Email And Name
Scheduled
Action
- AgencyBloc
Finds An Individual by Phone Number and Name
Scheduled
Action
- AgencyBloc
Find and include Policy information by Policy ID.
Scheduled
Action
- Filter by Zapier
Set up rules to specify when this Zap can continue running.
Scheduled
Action
- Handwrytten
Triggers when Recipient Addresses are needed.
Scheduled
Trigger
- Handwrytten
Cancels an existing order that has not yet been written. The credit is returned to the user's account.
Scheduled
Action
- Handwrytten
Creates a new custom 5x7 card with full bleed cover, using specified images, fonts, and logos.
Scheduled
Action
- Handwrytten
Creates a new address book entry for the Handwrytten address book. (Note: other zaps don't really use the address book, but the rest of Handwrytten does.).
Scheduled
Action
- Handwrytten
Updates an entry in the Handwrytten address book.
Scheduled
Action
- Handwrytten
Schedules a card to a new recipient. Same as "send card" but with date.
Scheduled
Action
- Handwrytten
Sends a card to a new recipient. All information is provided (i.e., you do not use address objects to build up the record.).
Scheduled
Action
- Handwrytten
Adds an image to Handwrytten for use in custom card designs.
Scheduled
Action
- Handwrytten
Finds a contact in your address book.
Scheduled
Action
- Handwrytten
Finds a contact in your address book.
Scheduled
Action
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