Dubsado + PenPals
Send PenPals handwritten cards when new contracts are signed in Dubsado
After a client signs their Dubsado contract, the onboarding experience can feel purely transactional. This Zap instantly dispatches a personalized, handwritten PenPals card the moment Dubsado records a completed contract, using the client’s details already on file. By adding authentic direct mail automation to your workflow, you create a memorable first impression and strengthen client trust, without lifting a pen.
After a client signs their Dubsado contract, the onboarding experience can feel purely transactional. This Zap instantly dispatches a personalized, handwritten PenPals card the moment Dubsado records a completed contract, using the client’s details already on file. By adding authentic direct mail automation to your workflow, you create a memorable first impression and strengthen client trust, without lifting a pen.
- When this happens...Contract Signed
Triggers when a client submits a signed contract.
- automatically do this!Send Handwritten Card
Sends a handwritten card. Note: requires active payment method in your PenPals account.
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Contract Signed
Triggers when a client submits a signed contract.
Try ItNew Project as Lead
Triggers when a project is created as a lead manually, with a Lead Capture Form or when Public Proposal Form is filled out.
Try ItProject Status Updated
Triggers when a project's status is updated.
Try ItStop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
New Project as Job
Triggers when a project is created as a job manually, with a Lead Capture Form or when a Public Proposal Form is filled out.
Try ItNew Payment Received
Triggers when a client makes a payment on an invoice.
Try ItProject Workflow
Project Location: Name
Project Location: Address Line 1
Project Location: Address Line 2
Project Location: City
Project Location: State/Province
Project Location: Zip/Postal
Project Location: Country
Alternate Contact: First Name
Alternate Contact: Last Name
Alternate Contact: Phone
Alternate Contact: Email
Client Address: Line 1
Client Address: Line 2
Client Address: City
Client Address: State/Province
Client Address: Zip/Postal
Client Address: Country
Client Company: Name
Client Company: Email
Client Company: Phone
Project Status
Project Source
TitleRequired
Start Date
End Date
Client First Name
Client Last Name
Client EmailRequired
Client Phone Number
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
