Jetpack Workflow + PenPals
Send PenPals handwritten cards to new Jetpack Workflow clients
Digital-only onboarding can make new clients feel like line items. This workflow fires when you add a new client in Jetpack Workflow and sends a personalized, handwritten PenPals card. The turnkey handwritten card automation elevates client experience and saves admin time.
Digital-only onboarding can make new clients feel like line items. This workflow fires when you add a new client in Jetpack Workflow and sends a personalized, handwritten PenPals card. The turnkey handwritten card automation elevates client experience and saves admin time.
- When this happens...New Client
Triggers when a new client is created.
- automatically do this!Send Handwritten Card
Sends a handwritten card. Note: requires active payment method in your PenPals account.
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New Client
Triggers when a new client is created.
Try ItTemplate
Job Name
Client ID
Job Manager
Description
Due
Client IDRequired
Company Name
First Name
Last Name
Email Address
Description
Phone
Street Address
City
State/Province/Region
Zip/Postal Code
Website
Tags
QuickBooks ID
Search QueryRequired
Company Name
First Name
Last Name
Email Address
Description
Phone
Street Address
City
State/Province/Region
Zip/Postal Code
Website
Tags
QuickBooks ID
Updated Client
Triggers when a client has been updated.
Try ItCompany Name
First Name
Last Name
Email Address
Description
Phone
Street Address
City
State/Province/Region
Zip/Postal Code
Website
Tags
QuickBooks ID
Search QueryRequired
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