Salesforce + thanks.io
Send Thanks.io postcards to new Salesforce contacts
Automatically send a Thanks.io 'handwritten' postcard to your newly created Salesforce contact. This is a great way to stand out from the pack and show you truly care about earning their business.
Automatically send a Thanks.io 'handwritten' postcard to your newly created Salesforce contact. This is a great way to stand out from the pack and show you truly care about earning their business.
- When this happens...
New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Send PostcardSends a postcard to a customer using the provided template ID or a body, as well as contact and address information.
ActionWriteCreate a new record or update an existing record in your app.
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New Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Record to LinkRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Is Private
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact in Salesforce.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Record to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Search Results
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
WHERE ClauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMailing List (if not selected, trigger will apply to all recipients)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Mailing ListRequired
Recipient Full Name
Recipient First Name
Recipient Last Name
Recipient Company
Street or Complete AddressRequired
Address Line 2
City
State / Province
Postal Code
Country Code
Birthday
Email
Phone
Custom Field #1
Custom Field #2
Custom Field #3
Custom Field #4
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Recipient First Name
Recipient Last Name
Recipient Full Name
Full Address
Street Address
Unit or Apt (Address Line 2)
City
Postal Code
State / Province
Country Code
Recipient Email
Recipient Phone
Recipient Company Name
Message
Message Template
Message Handwriting Style
Image URL
Image Template
Custom Field #1
Custom Field #2
Custom Field #3
Custom Field #4
Additional Pages URL
Custom Return Name
Custom Return Street
Custom Return Unit or Apt
Custom Return City
Custom Return State
Custom Postal Code
QR Code URL
Sub Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Recipient First Name
Recipient Last Name
Recipient Full Name
Full Address
Street Address
Unit or Apt (Address Line 2)
City
Postal Code
State / Province
Country Code
Recipient Email
Recipient Phone
Recipient Company Name
Message
Message Template
Message Handwriting Style
Image Template
Custom Field #1
Custom Field #2
Custom Field #3
Custom Field #4
Image URL
Custom Background Image URL
Custom Return Name
Custom Return Street
Custom Return Unit or Apt
Custom Return City
Custom Return State
Custom Postal Code
QR Code URL
Sub Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Recipient First Name
Recipient Last Name
Recipient Full Name
Full Address
Street Address
Unit or Apt (Address Line 2)
City
Postal Code
State / Province
Country Code
Recipient Email
Recipient Phone
Recipient Company Name
Message
Message Template
Message Handwriting Style
Image Template
Image URL
Custom Background Image URL
Custom Field #1
Custom Field #2
Custom Field #3
Custom Field #4
Postcard Size
Custom Return Name
Custom Return Street
Custom Return Unit or Apt
Custom Return City
Custom Return State
Custom Return Postal Code
QR Code URL
Sub Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Recipient First Name
Recipient Last Name
Recipient Full Name
Full Address
Street Address
Unit or Apt (Address Line 2)
City
Postal Code
State / Province
Country Code
Recipient Email
Recipient Phone
Recipient Company Name
Message
Message Template
Message Handwriting Style
Image URL
Image Template
Custom Field #1
Custom Field #2
Custom Field #3
Custom Field #4
Additional Pages URL
Custom Return Name
Custom Return Street
Custom Return Unit or Apt
Custom Return City
Custom Return State
Custom Postal Code
QR Code URL
Sub Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Mailing ListRequired
Street AddressRequired
State / Province
Address Line 2
City
Postal CodeRequired
Country Code
Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCampaignRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Note
Salesforce ObjectRequired
Is Private
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
WHERE ClauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundMailing List (if not selected, trigger will apply to all recipients)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Mailing List (if not selected, trigger will apply to all recipients)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient First Name
Recipient Last Name
Recipient Full Name
Full Address
Street Address
Unit or Apt (Address Line 2)
City
Postal Code
State / Province
Country Code
Recipient Email
Recipient Phone
Recipient Company Name
Message
Message Template
Message Handwriting Style
Image Template
Custom Field #1
Custom Field #2
Custom Field #3
Custom Field #4
Image URL
Custom Background Image URL
Custom Return Name
Custom Return Street
Custom Return Unit or Apt
Custom Return City
Custom Return State
Custom Postal Code
Sub Account
Giftcard Amount in Cents
Giftcard Brand
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Radius Search AddressRequired
Radius Search Record CountRequired
Record Types
Include Condos
Use Property Owner
Message
Message Template
Message Handwriting Style
Image URL
Image Template
Custom Field #1
Custom Field #2
Envelope
Additional Pages URL
Custom Return Name
Custom Return Street
Custom Return Unit or Apt
Custom Return City
Custom Return State
Custom Postal Code
Sub Account
Append Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Radius Search AddressRequired
Radius Search Record CountRequired
Record Types
Include Condos
Use Property Owner
Message
Message Template
Message Handwriting Style
Image Template
Image URL
Custom Field #1
Custom Field #2
Custom Return Name
Custom Return Street
Custom Return Unit or Apt
Custom Return City
Custom Return State
Custom Postal Code
Sub Account
Append Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Radius Search AddressRequired
Radius Search Record CountRequired
Record Types
Include Condos
Use Property Owner
Message
Message Template
Message Handwriting Style
Image Template
Image URL
Custom Background Image
Custom Field #1
Custom Field #2
Postcard Size
Custom Return Name
Custom Return Street
Custom Return Unit or Apt
Custom Return City
Custom Return State
Custom Return Postal Code
QR Code URL
Sub Account
Append Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Radius Search AddressRequired
Radius Search Record CountRequired
Record Types
Include Condos
Use Property Owner
Message
Message Template
Message Handwriting Style
Image URL
Image Template
Custom Field #1
Custom Field #2
Additional Pages URL
Custom Return Name
Custom Return Street
Custom Return Unit or Apt
Custom Return City
Custom Return State
Custom Postal Code
Sub Account
Append Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
Related categories
Similar apps
Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
About thanks.io
Thanks.io is a way to automatically send ‘handwritten’ postcards, letters, notecards, and giftcards at scale for as low as $.59 per card.