1.Detect tag added to contact
Integrate Follow Up Boss and contact timeline tools to capture the contact ID and tag name for start planning.
Send a multi-touch postcard series to tagged contacts
Automatically monitor tag added to contact across Follow Up Boss and PostcardMania. Send postcards and follow-ups when tag added to contact, note created, or scheduled delay completesβso you can launch sequences, enrich agent details, and record plan starts without manual follow-up.
How this automation sends your multi touch postcard series
When a qualifying tag is added to a contact, delays can cause missed timing and wasted print cycles. This automation captures the tag event, creates a contact note, enriches agent details, and sends scheduled postcardsβso your team can keep the cadence moving.
Follow Up Bossor swap with your favorite app
2.Creates contact note for tag start
Integrate Follow Up Boss and contact timeline tools to create a note that records plan start with tag and timestamp.
3.Find record for assigned owner
Integrate Zapier Tables and contact data tools to find the agent record and return email, phone, and image links.
Zapier Tablesor swap with your favorite app
4.Send postcard for initial cadence
Integrate PostcardMania and direct mail sequencing tools to send the first postcard with recipient fields and agent dynamic images.
PostcardManiaor swap with your favorite app
5.Wait configured send interval
Integrate Delay by Zapier and scheduling tools to pause for the configured interval before the next postcard send.
Delay by Zapieror swap with your favorite app
6.Send postcard for follow-up
Integrate PostcardMania and direct mail sequencing tools to send the follow-up postcard using the next mail class.
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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