Karbon + PenPals
Send PenPals handwritten cards for new Karbon organization contacts
Digital onboarding can often feel impersonal. This Zap automatically triggers the moment Karbon creates a new organization contact and triggeres PenPals to mail a personalized, handwritten card to the client’s address. Automated handwritten card outreach adds a human touch to your firm's practice management workflow, boosting loyalty and sentiment.
Digital onboarding can often feel impersonal. This Zap automatically triggers the moment Karbon creates a new organization contact and triggeres PenPals to mail a personalized, handwritten card to the client’s address. Automated handwritten card outreach adds a human touch to your firm's practice management workflow, boosting loyalty and sentiment.
- When this happens...New Organization Contact
Triggers when a new organization contact 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 Person Contact
Triggers when a new person contact is created.
Try ItNew Organization Contact
Triggers when a new organization contact is created.
Try ItFirst NameRequired
Last NameRequired
Client Identifier
Contact Type
Preferred Name
Salutation
Email Address
Address Line
City
State Province County
Zip Code
Country
Phone Number
NameRequired
Client Identifier
Contact Type
Website
Address Line
City
State Province County
Zip Code
Country
Phone Number
Person Contact Updated
Triggers when a person contact is updated.
Try ItOrganization Contact Updated
Triggers when an organization contact is updated.
Try ItIdRequired
First NameRequired
Last NameRequired
Client Identifier
Contact Type
Preferred Name
Salutation
Email Address
Address Line
City
State Province County
Zip Code
Country
IdRequired
NameRequired
Client Identifier
Contact Type
Website
Address Line
City
State Province County
Zip Code
Country
Phone Number