Connect Senior Place and PenPals to power AI-driven automation

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Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings Senior Place and PenPals together. Build enterprise-grade automation in minutes.

Our most popular template

Send PenPals handwritten cards for new invoices in Senior Place
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Senior Place + PenPals

Send PenPals handwritten cards for new invoices in Senior Place

Details

Try it

Senior Place + PenPals

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Senior Place with PenPals - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Client Community Option" from Senior Place.

Add your action

An action happens after the trigger—such as "Add Handwritten Card to Cart" in PenPals.

You’re connected!

Zapier seamlessly connects Senior Place and PenPals, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Client Community Option
Triggers when a new client community option is created.
Trigger
Polling
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Updated Invoice
Triggers when invoice record updates.
Trigger
Polling
Try It
Update Invoice
Updates an invoice in Senior Place.
Action
Write
- Invoice ID
- Invoice Number
- External Link
Action
Search
- First Name
  Required
- Last Name
- Business
- Address Line 1
  Required
- Address Line 2
- City
  Required
- State
- Zip Code
  Required
Action
Write

- Card
  Required
- Message
  Required
- Sign Off
- Recipient First Name
  Required
- Recipient Last Name
- Recipient Business Name
- Recipient Address Line 1
  Required
- Recipient Address Line 2
- Recipient City
  Required
- Recipient State
- Recipient Zip Code
  Required
- Sender First Name
  Required
- Sender Last Name
- Sender Business Name
- Sender Address Line 1
  Required
- Sender Address Line 2
- Sender City
  Required
- Sender State
- Sender Zip Code
  Required
- Payment Method
  Required
- Handwriting Style
- Ink Color
Action
Write

New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
Create Client
Creates a client in Senior Place.
Action
Write
- Entity ID
- Note Text
Action
Write
- Card
  Required
- Message
  Required
- Signature or Sign Off
- Recipient First Name
  Required
- Recipient Last Name
- Recipient Business Name
- Recipient Address Line 1
  Required
- Recipient Address Line 2
- Recipient City
  Required
- Recipient State
- Recipient Zip Code
  Required
- Sender First Name
  Required
- Sender Last Name
- Sender Business Name
- Sender Address Line 1
  Required
- Sender Address Line 2
- Sender City
  Required
- Sender State
- Sender Zip Code
  Required
- Handwriting Style
- Ink Color
Action
Write
- Card
  Required
- Message
  Required
- Signature or Sign Off
- Send Date
  Required
- Recipient First Name
  Required
- Recipient Last Name
- Recipient Business Name
- Recipient Address Line 1
  Required
- Recipient Address Line 2
- Recipient City
  Required
- Recipient State
- Recipient Zip Code
  Required
- Sender First Name
  Required
- Sender Last Name
- Sender Business Name
- Sender Address Line 1
  Required
- Sender Address Line 2
- Sender City
  Required
- Sender State
- Sender Zip Code
  Required
- Payment Method
  Required
- Handwriting Style
- Ink Color
Action
Write

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Senior Place and PenPals to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Senior Place to PenPals integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Senior Place

Senior Place is the premiere CRM for senior placement professionals.

HelpHelp

Related categories

CRM (Customer Relationship Management)

About PenPals

PenPals is a service to automate handwritten cards for key moments, helping deliver a more personal touch to clients & prospects.

HelpHelp

Related categories

Customer Appreciation

Connect Senior Place and PenPals to power AI-driven automation

Launch your first automated workflow

Send PenPals handwritten cards for new invoices in Senior Place

Send PenPals handwritten cards for new invoices in Senior Place

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Senior Place and PenPals to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Make work flow with AI

Connect Senior Place to PenPals on the world's largest no-code automation platform