Handwrytten + Salesforce
Send Handwrytten cards for updated Salesforce records
Surprise and delight your new customers with this integration. Whenever there's an updated Salesforce record, this Zap will automatically send a Handwrytten card to the recipient.
Surprise and delight your new customers with this integration. Whenever there's an updated Salesforce record, this Zap will automatically send a Handwrytten card to the recipient.
- When this happens...
Updated RecordTriggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically 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.).
ActionWriteCreate a new record or update an existing record in your app.
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New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
RecordRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Path after /services/apexrest/Required
HTTP methodRequired
Query parameters
Extra headers
Request body
Timeout
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Attachment visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note
Salesforce ObjectRequired
Note Visibility
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FlowRequired
Manual flow input parameters
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
CC
BCC
SubjectRequired
Email FormatRequired
Sender TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Query TypeRequired
Include Deleted Records
ActionThis is an event a Zap performs.SearchFind existing data in your appParent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Address List
Triggers when Recipient Addresses are needed.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCredit Card
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Card NameRequired
Cover Image
Header Type
Footer Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sender First NameRequired
Sender Last Name
Sender Business Name
Sender Address Line 1Required
Sender Address Line 2
Sender CityRequired
Sender State/Province
Sender ZIP/Postal CodeRequired
Sender Country
Recipient First NameRequired
Recipient Last Name
Recipient Business Name
Recipient Address Line 1Required
Recipient Address Line 2
Recipient CityRequired
Recipient State/Province
Recipient ZIP/Postal CodeRequired
Recipient Country
CardRequired
Wryting StyleRequired
MessageRequired
Body Signature ID
Sign Off
Wishes Signature ID
Gift Card Denomination
Custom Insert
Delivery Confirmation
Webhook URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Address IDRequired
First Name
Last Name
Business Name
Address Line 1
Address Line 2
City
State or Province
Postal Code
Country
Birthday
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sender First NameRequired
Sender Last Name
Sender Business Name
Sender Address Line 1Required
Sender Address 2
Sender CityRequired
Sender State/Province
Sender ZIP/Postal CodeRequired
Sender Country
Recipient First NameRequired
Recipient Last Name
Recipient Business Name
Recipient Address 1Required
Recipient Address 2
Recipient CityRequired
Recipient State/Province
Recipient ZIP/Postal CodeRequired
Recipient Country
CardRequired
Wryting StyleRequired
MessageRequired
Sign Off
Gift Card Denomination
Custom Insert
Delivery Confirmation
Webhook URL
Credit Card
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last Name
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Record (Optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCampaignRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
AccountRequired
Opportunity
Create new opportunity?
Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note ContentRequired
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Warning
Salesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ReportRequired
Include details
Number of custom filters
Row groupings
Column groupings
Summary calculations
Detail columns
Sort order
Report format
Advanced report options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SOSL QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundEmpty Basket
Clears your basket.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Order IDRequired
Succeed On Not Found
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last Name
Business Name
Address Line 1Required
Address Line 2
CityRequired
State or Province
Postal Code
CountryRequired
Birthday
Allow Unverified AddressesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sender First NameRequired
Sender Last Name
Sender Business Name
Sender Address Line 1Required
Sender Address Line 2
Sender CityRequired
Sender State/Province
Sender ZIP/Postal CodeRequired
Sender Country
Recipient First NameRequired
Recipient Last Name
Recipient Business Name
Recipient Address 1Required
Recipient Address 2
Recipient CityRequired
Recipient State/Province
Recipient ZIP/Postal CodeRequired
Recipient Country
CardRequired
Wryting StyleRequired
MessageRequired
Sign Off
Gift Card Denomination
Custom Insert
Send DateRequired
Webhook URL
Credit Card
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Image TypeRequired
ImageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last Name
Business Name
Address Line 1Required
Address Line 2
CityRequired
State or Province
Postal Code
CountryRequired
Birthday
Allow Unverified AddressesRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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