PenPals + Senior Place

PenPals + Senior Place integrations

Send PenPals handwritten cards for new invoices in Senior Place

Billing notices in senior living software can feel strictly transactional, weakening resident and family relationships. Whenever Senior Place generates a new invoice, this Zap routes the data to PenPals and mails a personalized, handwritten card— thanking residents or guardians in real ink. The automated handwritten card solution adds warmth to your accounting workflow, boosting loyalty without extra staff effort.

When this happens...
New InvoiceTriggers when a new invoice is created.
TriggerPolling
automatically do this!
Send Handwritten CardSends a handwritten card. Note: requires active payment method in your PenPals account.
ActionWrite

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More things you can do with Senior Place and PenPals

Discover other triggers and actions you can use with Senior Place and PenPals

New Client Community Option
Triggers when a new client community option is created.
Trigger
Polling
Try It
Updated Invoice
Triggers when invoice record updates.
Trigger
Polling
Try It
Update Invoice
Updates an invoice in Senior Place.
Action
Write
- Invoice ID
- Invoice Number
- External Link
Action
Search
- First Name
  Required
- Last Name
- Business
- Address Line 1
  Required
- Address Line 2
- City
  Required
- State
- Zip Code
  Required
Action
Write

- Card
  Required
- Message
  Required
- Sign Off
- Recipient First Name
  Required
- Recipient Last Name
- Recipient Business Name
- Recipient Address Line 1
  Required
- Recipient Address Line 2
- Recipient City
  Required
- Recipient State
- Recipient Zip Code
  Required
- Sender First Name
  Required
- Sender Last Name
- Sender Business Name
- Sender Address Line 1
  Required
- Sender Address Line 2
- Sender City
  Required
- Sender State
- Sender Zip Code
  Required
- Payment Method
  Required
- Handwriting Style
- Ink Color
Action
Write

New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
Create Client
Creates a client in Senior Place.
Action
Write
- Entity ID
- Note Text
Action
Write
- Card
  Required
- Message
  Required
- Signature or Sign Off
- Recipient First Name
  Required
- Recipient Last Name
- Recipient Business Name
- Recipient Address Line 1
  Required
- Recipient Address Line 2
- Recipient City
  Required
- Recipient State
- Recipient Zip Code
  Required
- Sender First Name
  Required
- Sender Last Name
- Sender Business Name
- Sender Address Line 1
  Required
- Sender Address Line 2
- Sender City
  Required
- Sender State
- Sender Zip Code
  Required
- Handwriting Style
- Ink Color
Action
Write
- Card
  Required
- Message
  Required
- Signature or Sign Off
- Send Date
  Required
- Recipient First Name
  Required
- Recipient Last Name
- Recipient Business Name
- Recipient Address Line 1
  Required
- Recipient Address Line 2
- Recipient City
  Required
- Recipient State
- Recipient Zip Code
  Required
- Sender First Name
  Required
- Sender Last Name
- Sender Business Name
- Sender Address Line 1
  Required
- Sender Address Line 2
- Sender City
  Required
- Sender State
- Sender Zip Code
  Required
- Payment Method
  Required
- Handwriting Style
- Ink Color
Action
Write

About PenPals

PenPals is a service to automate handwritten cards for key moments, helping deliver a more personal touch to clients & prospects.

HelpHelp

Related categories

Customer Appreciation

About Senior Place

Senior Place is the premiere CRM for senior placement professionals.

HelpHelp

Related categories

CRM (Customer Relationship Management)