Salesforce + thanks.io

Send new Salesforce opportunities Thanks.io postcards

Automatically send a 'handwritten' postcard to your newly created Salesforce opportunity. A great way to stand out from the pack and show your leads you serious about doing business with them.

When this happens...
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerScheduled
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.
ActionWrite

Try this template

Supported triggers and actions

What does this mean?

New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Trigger
Scheduled
Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Trigger
Scheduled
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Trigger
Scheduled
Add Contact to Campaign
Adds an existing contact to an existing campaign.
Action
Write

Add Lead to Campaign
Adds an existing lead to an existing campaign.
Action
Write
Create Attachment
Creates a new attachment (max 25MB).
Action
Write

Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Action
Write

Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action
thanks.io
Get details of past order by ID.
Scheduled
Trigger
thanks.io
Triggers when a Recipient is added to one of your mailing lists via the API, Zapier, landing pages, retargeting, or card builder manual add.
Instant
Trigger
thanks.io
Triggers when a QR Code on a postcard, letter, or notecard is scanned.
Instant
Trigger
thanks.io
Adds a recipient to your account and to an optional list. Only US or Canadian addresses are accepted.
Scheduled
Action
thanks.io
Sends a letter to a customer using the provided template ID or a body, as well as contact and address information.
Scheduled
Action
thanks.io
Sends a letter to multiple customers using the provided template ID or a body, as well as an address and radius to target a search.
Scheduled
Action
thanks.io
Sends a notecard to a customer using the provided template ID or a body, as well as contact and address information.
Scheduled
Action
thanks.io
Sends a notecard to multiple customers using the provided template ID or a body, as well as an address and radius to target a search.
Scheduled
Action
thanks.io
Sends a postcard to a customer using the provided template ID or a body, as well as contact and address information.
Scheduled
Action
thanks.io
Sends a postcard to multiple customers using the provided template ID or a body, as well as an address and radius to target a search.
Scheduled
Action
thanks.io
Deletes a Recipient from Mailing List.
Scheduled
Action