Send Thankster cards for updated Copper persons
Stay on top of your business relationships by sending personalized cards when a person's information is updated in Copper. With this workflow, whenever a person's details are changed in Copper, a card will be generated and sent through Thankster, showing your clients and contacts that you value their connection. Save time and ensure consistent communication with this seamless integration.
- When this happens...Updated PersonTriggers when a Person is changed.
- automatically do this!Send CardsAutomatically send handwritten cards.
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More things you can do with Copper and Thankster
Discover other triggers and actions you can use with Copper and Thankster
- Entity TypeRequired
- Activity TypeRequired
Try ItTriggerInstant- New Person
Triggers when a new Person is created in Copper.
Try ItTriggerInstant - New Lead
Triggers when a Lead is created in Copper.
Try ItTriggerInstant - New Task
Triggers when a new Task is created in Copper.
Try ItTriggerInstant
- New Company
Triggers when a new Company is created in Copper.
Try ItTriggerInstant - New Opportunity
Triggers when an Opportunity is created in Copper.
Try ItTriggerInstant - New Project
Triggers when a new Project is created in Copper.
Try ItTriggerInstant - Updated Company
Triggers when a Person's Company is changed.
Try ItTriggerInstant






