Send postcards in thanks.io for new activities in Mojo
Effortlessly streamline your follow-up process with this workflow that sends a personalized postcard via Thanks.io whenever there's a new activity in your Mojo account. Enhance relationship building with clients by ensuring they receive a timely and unique touchpoint, without needing to manually handle each postcard. Grow your business with this seamless and efficient solution for an improved client communication experience.
Effortlessly streamline your follow-up process with this workflow that sends a personalized postcard via Thanks.io whenever there's a new activity in your Mojo account. Enhance relationship building with clients by ensuring they receive a timely and unique touchpoint, without needing to manually handle each postcard. Grow your business with this seamless and efficient solution for an improved client communication experience.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Send Postcard
Sends a postcard to a customer using the provided template ID or a body, as well as contact and address information.
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GroupRequired
Note
Try ItGroupRequired
Try ItContact Updated
Triggers when a contact is updated. Specifically when a basic field (like name, address, etc), misc field (Listing Status, etc), note or information field (Last Call Result, etc) is changed in Mojo.
Try ItNew Note
Triggers when a new note is created in Mojo (through the contact screen only).
Try It
New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
Try ItSend Button Clicked
Triggers via the Send to Zapier button in Actions dropdown of the contact screen. Used for sending Mojo Neighborhood Search and Mojo Skip Traced data.
Try ItActivity Types
Try ItNote Updated
Triggers when a note is updated in Mojo.
Try It