PenPals + TaxDome

Send PenPals handwritten cards for new TaxDome contacts

Tax and accounting firms need to build trust quickly, yet digital client intake in TaxDome can seem impersonal. When a new contact is added, this integration automatically generates a personalized, handwritten PenPals card addressed to the client. Automated handwritten direct-mail shows premium care, differentiates your firm, and requires zero extra admin time.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Send Handwritten Card
Sends a handwritten card. Note: requires active payment method in your PenPals account.
ActionWrite

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Supported triggers and actions

Delete Account
Triggers when an account is deleted
Trigger
Instant
Try It
New Account
Triggers when a new account is created
Trigger
Instant
Try It
Update Account
Triggers when an account is updated
Trigger
Instant
Try It
Create Account
Creates an Account in TaxDome
Action
Write
- idRequired
Action
Write

- SearchRequired
Action
Search
- SearchRequired
Action
Search or write

- CardRequired
- MessageRequired
- Signature or Sign Off
- Recipient First NameRequired
- Recipient Last Name
- Recipient Business Name
- Recipient Address Line 1Required
- Recipient Address Line 2
- Recipient CityRequired
- Recipient State
- Recipient Zip CodeRequired
- Sender First NameRequired
- Sender Last Name
- Sender Business Name
- Sender Address Line 1Required
- Sender Address Line 2
- Sender CityRequired
- Sender State
- Sender Zip CodeRequired
- Handwriting Style
- Ink Color
Action
Write
- CardRequired
- MessageRequired
- Signature or Sign Off
- Send DateRequired
- Recipient First NameRequired
- Recipient Last Name
- Recipient Business Name
- Recipient Address Line 1Required
- Recipient Address Line 2
- Recipient CityRequired
- Recipient State
- Recipient Zip CodeRequired
- Sender First NameRequired
- Sender Last Name
- Sender Business Name
- Sender Address Line 1Required
- Sender Address Line 2
- Sender CityRequired
- Sender State
- Sender Zip CodeRequired
- Payment MethodRequired
- Handwriting Style
- Ink Color
Action
Write

Deleted Contact
Triggers when a contact is deleted.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
Updated Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
- Contact NameRequired
- First Name
- Middle Name
- Last Name
- Email
- Phone Number
- Street Address
- City
- Province
- Zip
- Notes
- Company Name
- Country
- Tags
- Linked accounts
Action
Write
- IdRequired
- Contact Name
- First Name
- Middle Name
- Last Name
- Email
- Phone Number
- Street Address
- City
- Province
- Zip
- Notes
- Company Name
- Country
- Tags
- Linked accounts
Action
Write
- Search
- Contact Name
- First Name
- Middle Name
- Last Name
- Phone Number
- Street Address
- City
- Province
- Zip
Action
Search
- Search
- Contact Name
- First Name
- Middle Name
- Last Name
- Phone Number
- Street Address
- City
- Province
- Zip
- Contact NameRequired
- First Name
- Middle Name
- Last Name
- Email
- Phone Number
- Street Address
- City
- Province
- Zip
- Notes
- Company Name
- Country
- Tags
- Linked accounts
Action
Search or write
- First NameRequired
- Last Name
- Business
- Address Line 1Required
- Address Line 2
- CityRequired
- State
- Zip CodeRequired
Action
Write
- CardRequired
- MessageRequired
- Sign Off
- Recipient First NameRequired
- Recipient Last Name
- Recipient Business Name
- Recipient Address Line 1Required
- Recipient Address Line 2
- Recipient CityRequired
- Recipient State
- Recipient Zip CodeRequired
- Sender First NameRequired
- Sender Last Name
- Sender Business Name
- Sender Address Line 1Required
- Sender Address Line 2
- Sender CityRequired
- Sender State
- Sender Zip CodeRequired
- Payment MethodRequired
- 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.

Related categories

Customer Appreciation

About TaxDome

TaxDome is an all-in-one solution for tax and accounting professionals to manage their business.

Learn more

Related categories

Accounting

PenPals + TaxDome

Send PenPals handwritten cards for new TaxDome contacts

Supported triggers and actions

Delete Account

New Account

Update Account

Create Account

Update Account

Find Account

Find or Create Account

Add Handwritten Card to Cart

Schedule Handwritten Card

Deleted Contact

New Contact

Updated Contact

Create Contact

Update Contact

Find Contact

Find or Create Contact

Add Contact

Send Handwritten Card

About PenPals

Related categories

About TaxDome

Related categories