Agencyjoy + PenPals

Send PenPals handwritten cards for new Agencyjoy customers

Agencies often miss the chance to wow new customers with a personal touch. With this Zap, every new customer created in Agencyjoy automatically triggers a personalized, real-ink card to be sent via PenPals. Fresh clients feel valued immediately, while your team saves hours otherwise spent writing notes by hand.

When this happens...
New Client Is Added
Triggers when a new client is added in Agencyjoy.
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

- WorkspaceRequired
- StageRequired
Trigger
Instant
Try It
- In which workspace you need to add the Lead?Required
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- Choose WorkspaceRequired
- Choose Activity TypeRequired
- Activity Name
- Guests
- Starts AtRequired
- Ends AtRequired
- Color
- Link to Lead/Customer
- Internal Note
- Description
- Location
- Mark As Done
- Send Invites
Action
Write
- Workspace in AgencyjoyRequired
- Lead's nameRequired
- Lead's Email Address
- Lead's Phone number
- Lead's Title or Designation
- Lead's Company name
- Lead's website or Link
- Deal size
- Choose currency for Deal SizeRequired
- Conversion Probability (1-100)
- Last Contact Date
- Sales Stage in PipelineRequired
- Source
- Choose Lead OwnerRequired
- PrivacyRequired
- Tags
- Note
- Address
- City
- State
- Country
- Zip
Action
Write

- WorkspaceRequired
- Lead IdRequired
- Name
- Email
- Phone
- Company
- Title
- StageRequired
- SourceRequired
- OwnerRequired
- CurrencyRequired
- Deal size
- Conversion Probability
- Website
- PrivacyRequired
- Last Contact
- Address
- City
- State
- Country
- Zip
- Tags
- Note
Action
Write
- Choose WorkspaceRequired
- Field to Search ByRequired
Action
Search

- Agencyjoy WorkspaceRequired
- Field to Search ByRequired
- Client's full nameRequired
- Client's Company
- Client's email addressRequired
- Client's phone number
- Client's title or designation
- Company's VAT number
- Choose CurrencyRequired
- Choose Client's OwnerRequired
- Clientjoy Website
- Choose Tags
- Add a Note
- Billing Address
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Address
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
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

- In which workspace you need to add the customer?Required
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- Choose workspaceRequired
- Lead email (optional)
- Lead Id (optional)
Action
Write
- Agencyjoy WorkspaceRequired
- Client's full nameRequired
- Client's Company
- Client's email addressRequired
- Client's phone number
- Client's title or designation
- Company's VAT number
- Choose CurrencyRequired
- Choose Client's OwnerRequired
- Clientjoy Website
- Choose Tags
- Add a Note
- Billing Address
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Address
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
Action
Write
- WorkspaceRequired
- Customer IdRequired
- Name
- Email
- Title
- Phone
- Company
- VAT Number
- CurrencyRequired
- OwnerRequired
- Website
- Billing Address
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Address
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
- Tags
- Note
Action
Write
- WorkspaceRequired
- Field to Search ByRequired
Action
Search
- Choose the workspaceRequired
- Team member's email or Full nameRequired
Action
Search
- Workspace in AgencyjoyRequired
- Field to Search ByRequired
- Lead's nameRequired
- Lead's Email Address
- Lead's Phone number
- Lead's Title or Designation
- Lead's Company name
- Lead's website or Link
- Deal size
- Choose currency for Deal SizeRequired
- Conversion Probability (1-100)
- Last Contact Date
- Sales Stage in PipelineRequired
- Source
- Choose Lead OwnerRequired
- PrivacyRequired
- Tags
- Note
- Address
- City
- State
- Country
- Zip
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 Agencyjoy

Agencyjoy is a Sales CRM for Modern Agencies that helps you manage Leads, Clients, Activities, Emails, and Scheduling under a single roof.

Related categories

Sales & CRM

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

Agencyjoy + PenPals

Send PenPals handwritten cards for new Agencyjoy customers

Supported triggers and actions

Lead Stage Is Changed

New Lead Is Added

Lead Is Updated

Add a New Activity (Task, Call, Meeting)

Create Lead

Update Lead

Find Lead

Find or Create Client

Add Handwritten Card to Cart

Schedule Handwritten Card

New Client Is Added

Client Is Updated

Convert Lead to Client

Create Client

Update Client

Find Client

Find Team Member

Find or Create Lead.

Add Contact

Send Handwritten Card

About Agencyjoy

Related categories

About PenPals

Related categories