Microsoft Dynamics 365 CRM + Thankster

Create and send Thankster cards for new Microsoft Dynamics 365 CRM leads

Keep your customer relations personal and efficient with this automation. When a new lead is added in Microsoft Dynamics 365 CRM, this workflow will automatically send a custom card through Thankster, providing a unique and memorable experience for your potential clients. Streamline your outreach process while still ensuring your leads feel valued.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Send Cards
Automatically send handwritten cards.
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
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Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
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Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
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Create Campaign
Creates a new campaign.
Action
Write

Create Campaign Response
Creates a new campaign response.
Action
Write
- Info
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
Find Campaign Response
Finds a campaign response.
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Select a Thankster TemplateRequired
- Sender FirstnameRequired
- Sender Lastname
- Sender Company Name
- Sender Address1Required
- Sender Address2
- Sender CityRequired
- Sender State
- Sender ZipRequired
- Sender Country
- Receiver FirstnameRequired
- Receiver Lastname
- Receiver Company
- Receiver Address1Required
- Receiver Address2
- Receiver CityRequired
- Receiver State
- Receiver ZipRequired
- Receiver Country
- Text One
- Text Two
- Text Three
- Text Four
- Image One (URL)
- Image Two (URL)
- Image Three (URL)
- Image Four (URL)
- Sender Image
- Recipient Image
Action
Write

New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
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Case/Incident Updated
Triggers when a case/incident has been updated.
Trigger
Scheduled
Try It
Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
Try It
Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
Try It
- Info
Action
Write
- Info
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Campaign NameRequired
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
Get Address Book
Triggers when a new address is created.
Trigger
Scheduled
Try It

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

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Zapier Interfaces

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About Thankster

Creates and mails cards and notes with authentic handwriting, requiring only address information and message text. Great for CRM, marketing automation, lead gen, and more.

Learn more Help

Related categories

Customer Appreciation

PRODUCTS

CAPABILITIES

By team

Microsoft Dynamics 365 CRM + Thankster

Create and send Thankster cards for new Microsoft Dynamics 365 CRM leads

New Account

Contact Updated

New Case/Incident

New Lead

New Opportunity

Updated Quote

Create Campaign

Create Campaign Response

Create Lead

Info

Update Campaign Response

Update Case/Incident

Info

State

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Campaign Response

Find Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

Send Cards

Select a Thankster TemplateRequired

Sender FirstnameRequired

Sender Lastname

Sender Company Name

Sender Address1Required

Sender Address2

Sender CityRequired

Sender State

Sender ZipRequired

Sender Country

Receiver FirstnameRequired

Receiver Lastname

Receiver Company

Receiver Address1Required

Receiver Address2

Receiver CityRequired

Receiver State

Receiver ZipRequired

Receiver Country

Text One

Text Two

Text Three

Text Four

Image One (URL)

Image Two (URL)

Image Three (URL)

Image Four (URL)

Sender Image

Recipient Image

New Contact

New Custom Entity

Custom EntityRequired

Case/Incident Updated

Lead Updated

Opportunity Updated

Create Account

Info

Create Contact

Info