The common thread: the event and the address already live in a system you use.
Without automation, sending a card means someone exports a list every week,
forever - so it never happens. With a Zap it is configured once and runs forever.
TriggerDeal marked Closed Won in HubSpot, Salesforce, or Pipedrive
The card"Thanks for trusting us - excited to get started." Signed by the rep.
Lands three days after the signature, when every other vendor sent a templated email.
Deduplication key: Deal ID
TriggerDemo booked in Calendly with a high-value account
The card"Looking forward to Thursday." Arrives before the meeting.
Almost nobody does this. That is exactly why it works.
Deduplication key: Event ID
TriggerShopify order over $200, or a third repeat purchase
The card"You are one of our best customers - thank you."
Add a Zapier filter step so only the customers worth $5 of ink get one.
Deduplication key: Order number
TriggerFirst invoice paid in Stripe or QuickBooks
The cardA welcome note from the founder, in the founder’s chosen hand.
The strongest moment to be memorable is the week they start paying you.
Deduplication key: Invoice ID
TriggerNPS score of 9 or 10 in Typeform or Delighted
The cardA thank-you - and, if you like, a referral ask.
You are rewarding exactly the people most likely to refer.
Deduplication key: Response ID
TriggerClosing date hit in a real-estate or insurance CRM
The cardCongratulations to the buyer at their new address.
This industry already sends handwritten notes - this removes the assistant who writes them.
Deduplication key: Transaction ID
TriggerCandidate hired in Greenhouse or Ashby
The cardA welcome card at their home before day one.
First impressions start before the laptop ships.
Deduplication key: Candidate ID
TriggerA row added to a Google Sheet
The cardWhatever the row says - the manual escape hatch.
A rep drops a name and address in a row when they feel like it. The card just happens.
Deduplication key: Row ID