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Triggers when a new record is created for custom selected module.

Triggers when a record is updated for selected custom module.

Adds Note based on previous step.

Creates a new Activity, probably with input from previous steps.

Creates a new Custom Module Record, probably with input from previous steps.

Update Activity, probably with input from previous steps.

Update Contact, probably with input from previous steps.

Update Deal, probably with input from previous steps.

Update Record, probably with input from previous steps.

Finds a Record based on different fields

Find an User based on different fields.

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Get details of past order by ID.

Triggers when a Recipient is added to one of your mailing lists via the API, Zapier, landing pages, retargeting, or card builder manual add.

Adds a recipient to your account and to an optional list. Only US or Canadian addresses are accepted. If no/invalid address is specified and a valid email address is, we'll attempt to look up a valid street address using the email address for a fee.

Immediately sends a Windowed Letter. If mailing address isn't provided but email is, we will attempt to lookup mailing address for 7c per successful response.

Immediately sends a Notecard. If mailing address isn't provided but email is, we will attempt to lookup mailing address for 7c per successful response.

Immediately sends a postcard. If mailing address isn't provided but email is, we will attempt to lookup mailing address for 7c per successful response.

Immediately sends a Windowless Letter. If mailing address isn't provided but email is, we will attempt to lookup mailing address for 7c per successful response.

Deletes a Recipient from Mailing List.

Triggers when a new note is created for selected custom module

Adds Note based on previous step.

Creates a new Deal, probably with input from previous steps.

Update Company, probably with input from previous steps.

Updates a note based on previous step.

Updates a note based on previous step.

Searches Total Rows of Selected Custom Module

Search or create custom module Record , if record does not exist.

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Triggers when a postcard, letter, notecard, or giftcard is delivered to a recipient.

Triggers when a QR Code on a postcard, letter, or notecard is scanned. This will also trigger when a giftcard is redeemed.

Sends a giftcard to a customer using the provided template ID or a body, as well as contact and address information.

Sends a letter to multiple customers using the provided template ID or a body, as well as an address to search for nearest neighbors. There is a $.05 lookup fee for each record.

Sends a notecard to multiple customers using the provided template ID or a body, as well as an address to search for nearest neighbors. There is a $.05 lookup fee for each record.

Sends a postcard to multiple customers using the provided template ID or a body, as well as an address to search for nearest neighbors. There is a $.05 lookup fee for each record.

Sends a windowless letter to multiple customers using the provided template ID or a body, as well as an address to search for nearest neighbors. There is a $.05 lookup fee for each record.

Lookup recipient's street address using email address.