Salesforce integration with thanks.io
How to Send Thanks.io postcards to new Salesforce contacts
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Send Thanks.io postcards to new Salesforce contacts" and then click on "Automate".
-
Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate thanks.io integrations
thanks.io actions
Nekton can use any feature that is available in thanks.io API.
Using our advanced AI, you can easily create custom automations for thanks.io.
Here are some typical actions you can do in your automated workflows.
Add Recipient
Adds a recipient to your account and to an optional list. Only US or Canadian addresses are accepted.
Send Letter
Sends a letter to a customer using the provided template ID or a body, as well as contact and address information.
Send Notecard
Sends a notecard to a customer using the provided template ID or a body, as well as contact and address information.
Send Postcard
Sends a postcard to a customer using the provided template ID or a body, as well as contact and address information.
Send Windowless Letter
Sends a windowless letter to a customer using the provided template ID or a body, as well as contact and address information.
Delete Recipient
Deletes a Recipient from Mailing List.
About thanks.io
Thanks.io is a way to automatically send ‘handwritten’ postcards, letters, notecards, and giftcards at scale for as low as $.59 per card.