How to connect Better Agency + Handwrytten
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- New Contact AddedTriggers when a new contact is added in Better Agency.Trigger
- New Note CreatedTriggers when new note created.Trigger
- New Tag Added to ContactTriggers when a new tag is added to a contact.Trigger
- New Task CreatedTriggers when new task created.Trigger
- Opportunity Stage MoveTriggers when an opportunity is moved into a specific stage.Trigger
- Renewal Pipeline Stage MoveTriggers when a renewal pipeline opportunity is moved into a specific stage.Trigger
- Service Pipeline Stage MoveTriggers when an Service Pipeline opportunity is moved into a specific stage.Trigger
- Create Service RequestCreate Service Request and claim.Action
- Better Agency
Client Form to create update a client
Scheduled
Action
- Better Agency
Prospect Form to create update a prospect
Scheduled
Action
- Handwrytten
Triggers when a list of all addresses is needed.
Scheduled
Trigger
- Handwrytten
Triggers when the user requests a list of images stored in their account for creating custom cards.
Scheduled
Trigger
- Handwrytten
Triggers when the user requests a list of logo images stored in their account for creating custom cards.
Scheduled
Trigger
- Handwrytten
Triggers when you request the list of fonts for the Card Customizer.
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 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
Schedules a card to a new recipient. Same as "send card" but with date.
Scheduled
Action
- Handwrytten
Sends a card to a new recipient.
Scheduled
Action
- Handwrytten
Adds an image to Handwrytten for use in custom card designs.
Scheduled
Action
How Better Agency + Handwrytten Integrations Work
- Step 1: Authenticate Better Agency and Handwrytten.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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