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Handwrytten + Lofty

Send cards in Handwrytten when new smart plan actions occur in Chime

When a specific action is taken within the Chime platform, let this workflow take over and send a personalized card using the Handwrytten platform. It's a convenient way to add a personal touch to your client interactions and ensure no significant actions are overlooked. This seamless workflow helps save time and maintain client relationships by delivering personalized gestures directly from your Chime activities.

When a specific action is taken within the Chime platform, let this workflow take over and send a personalized card using the Handwrytten platform. It's a convenient way to add a personal touch to your client interactions and ensure no significant actions are overlooked. This seamless workflow helps save time and maintain client relationships by delivering personalized gestures directly from your Chime activities.

  1. When this happens...
    LoftyLofty
    Smart Plan Action

    Trigger this zap when a specific Smart Plan step with a unique "Zap Trigger ID" is run for a lead.

    TriggerInstant
  2. automatically 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?
    • SegmentRequired

    Trigger
    Instant
    Try It
  • Lofty triggers, actions, and search

    New Transaction

    New transaction trigger

    Trigger
    Instant
    Try It
    • Zap Trigger IDRequired

    Trigger
    Instant
    Try It
    • First Name

    • Last Name

    • Email

    • Phone

    • Birthday

    • Street or Complete Address (Mailing Address)

    • Lead Type

    • Source

    • Segment

    • Tag

    • Note

    • Subscription - Smart Plans

    • Subscription - Property Alert

    • Subscription - Market Report

    • Min Price (Buyer)

    • Max Price (Buyer)

    • Location (Deprecated)

    • City (Buyer)

    • State (Buyer)

    • Zipcode (Buyer)

    • Address (Buyer)

    • Min Beds (Buyer)

    • Min Baths (Buyer)

    • Beds (Seller)

    • Baths (Seller)

    • Price (Seller)

    • Address (Seller)

    • SqFt (Seller)

    • City (Seller)

    • State (Seller)

    • Zipcode (Seller)

    • Send Welcome Email

    • City (Mailing Address)

    • State (Mailing Address)

    • Zip Code(Mailing Address)

    Action
    Write
    • PipelineRequired

    Trigger
    Instant
    Try It
  • Lofty triggers, actions, and search

    New Lead

    Triggers when a new lead is assigned to you. Does not work for lender-type accounts.

    Trigger
    Instant
    Try It
    • Transaction NameRequired

    • Transaction ID

    • Lead First NameRequired

    • Lead Last Name

    • Lead ID

    • Associated Lead Email

    • Transaction Owner ID

    • Transaction Owner Email

    • Transaction TypeRequired

    • Transaction StageRequired

    • Close Price

    • GCI

    • Team Revenue

    • Agent Revenue

    • Commission Rate

    • Timezone

    • Closed Date

    • Expected Close

    • Appointment Date

    • Agreement Signed Date

    • Offer Date

    • Contract Date

    • Appraisal Date

    • Home Inspection Date

    • Escrow Date

    • Expiration Date

    • Property Address

    • Property Unit

    • Property Listing Status

    • Property MLS Listing ID

    • Property Label

    • Property List Price

    • Property Type

    • Property Bedrooms

    • Property Bathrooms

    • Property Square Feet

    • Property Lot Size (Sqft)

    • Property Note

    Action
    Write
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About Handwrytten

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

Related categories

  • Customer Appreciation
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