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Create integrations between Direct Mail Manager and Planning Center to automate any workflow

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Direct Mail ManagerDirect Mail Manager
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An event a Zap performs after it starts
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How Zapier works

Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.

A trigger is where automation begins

A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
A trigger is the event that kicks off your automated workflow.

Now it's time for action

An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
An action is the event that your automated workflow performs when triggered.

And that's it! You've just created a Zap.

A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
Triggers and actions are the main components of every automated workflow.

Connect Direct Mail Manager and Planning Center to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

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An illustration representing how to automate lead management with Zapier.

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Choose a Trigger
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Name your LetterRequired

    • Mail TypeRequired

    • Campaign Name

    • ColorRequired

    • Double-SidedRequired

    • Address placementRequired

    • ArtworkRequired

    • Send date

    • Description

    • To Address - First NameRequired

    • To Address - Last Name

    • To Address - Company

    • To Address - Address line 1Required

    • To Address - Address Line 2

    • To Address - CityRequired

    • To Address - StateRequired

    • To Address - ZipRequired

    • From Address - First NameRequired

    • From Address - Last Name

    • From Address - Address line 1Required

    • From Address - Address Line 2

    • From Address - CityRequired

    • From Address - StateRequired

    • From Address - ZipRequired

    • Merge Variables (Variable Data)

    • Merge Variables

    Action
    Write
    • ListRequired

    Trigger
    Scheduled
    Try It
    • FormRequired

    Trigger
    Scheduled
    Try It
    • WorkflowRequired

    Trigger
    Scheduled
    Try It
    • Name your PostcardRequired

    • Campaign Name

    • Description

    • Postcard SizeRequired

    • Mail TypeRequired

    • Front ArtworkRequired

    • Back Artwork

    • To Address - First NameRequired

    • To Address - Last Name

    • To Address - Company

    • To Address - Address line 1Required

    • To Address - Address Line 2

    • To Address - CityRequired

    • To Address - StateRequired

    • To Address - ZipRequired

    • From Address - First Name

    • From Address - Last Name

    • From Address - Address line 1

    • From Address - Address Line 2

    • From Address - City

    • From Address - State

    • From Address - Zip

    • Merge Variables (Variable Data)

    • Merge Variables

    Action
    Write
  • Planning Center triggers, actions, and search

    New Donation

    Triggers when a donation is received.

    Trigger
    Scheduled
    Try It
direct-mail-manager logo
direct-mail-manager logo

About Direct Mail Manager

Direct Mail Manager makes sending postcards, letters, and checks as easy as sending an email.
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Related categories

  • Marketing Automation

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