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1 of 14
Start by Clicking “Make a Zap!”
Click here
Step 1a - Connect Salesforce with Thankster
You must have accounts for both
Choose from the dropdowns
Step 1b - Choose Salesforce as the Trigger App
Pick Salesforce as
the trigger app
Step 1c - Choose Thankster as the Action App
Pick Thankster as the
action app. NOTE:
TriggeredCards and
Thankster are the same.
1d - Choose a Specific Trigger and Action
Pick Thankster as the
action app. NOTE:
TriggeredCards and
Thankster are the same.
Step 1e - Choose a Specific Trigger, Such as New Lead
Pick “New Lead”, or “New
Account” - whatever you want to
generate the handwritten card
Step 1f - Choose the Specific Action
Pick “Send Cards”
Now you have a specific trigger and action...
...So click “Continue”
Step 2 - Connect Your Salesforce Account
Click here
Name your
salesforce account
for use in Zapier
Leave this as
“production”
Step 3 - Connect Your Thankster Account
Select your
Thankster account
Step 4 - Filter Your Trigger (Optional)
You can skip this step, unless you
want to be more specific about which
New Leads are mailed.
Step 5 - Match Up Fields
Pick a Thankster project from your
account. The font and message styles
(such as font color and line angle) will
be taken from this project.
Click “insert fields” to insert each receiver
field. Do not type them in. Each field you
insert indicates which Salesforce field to grab
this data from. These will populate the
recipient addresses on your envelopes, and
will appear in the same handwriting font as
they are in your selected Thankster message.
Fill in the sender fields. These will be
used for the return address in your
envelopes, and will appear in the same
handwriting font as your message.
Step 5 - Write Message
Put the cursor after “Dear “, and
click “Insert fields”. Then Select the
Salesforce field corresponding to
first name. The lead’s first name will
be grabbed from Salesforce.
Then type your main message.
If you need to write more, you can write
on the other inside page (Thankster
cards are folder cards).
IMPORTANT - Don’t type
more than 150 characters
on either page unless
you check to be sure
your message fits using
the Thankster project
selected at the beginning
of Step 5.
Steps 6 and 7 - Test, Name, and Turn on Your Zap

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Triggered cards salesforce zapier instructions

  • 1. Start by Clicking “Make a Zap!” Click here
  • 2. Step 1a - Connect Salesforce with Thankster You must have accounts for both Choose from the dropdowns
  • 3. Step 1b - Choose Salesforce as the Trigger App Pick Salesforce as the trigger app
  • 4. Step 1c - Choose Thankster as the Action App Pick Thankster as the action app. NOTE: TriggeredCards and Thankster are the same.
  • 5. 1d - Choose a Specific Trigger and Action Pick Thankster as the action app. NOTE: TriggeredCards and Thankster are the same.
  • 6. Step 1e - Choose a Specific Trigger, Such as New Lead Pick “New Lead”, or “New Account” - whatever you want to generate the handwritten card
  • 7. Step 1f - Choose the Specific Action Pick “Send Cards”
  • 8. Now you have a specific trigger and action... ...So click “Continue”
  • 9. Step 2 - Connect Your Salesforce Account Click here Name your salesforce account for use in Zapier Leave this as “production”
  • 10. Step 3 - Connect Your Thankster Account Select your Thankster account
  • 11. Step 4 - Filter Your Trigger (Optional) You can skip this step, unless you want to be more specific about which New Leads are mailed.
  • 12. Step 5 - Match Up Fields Pick a Thankster project from your account. The font and message styles (such as font color and line angle) will be taken from this project. Click “insert fields” to insert each receiver field. Do not type them in. Each field you insert indicates which Salesforce field to grab this data from. These will populate the recipient addresses on your envelopes, and will appear in the same handwriting font as they are in your selected Thankster message. Fill in the sender fields. These will be used for the return address in your envelopes, and will appear in the same handwriting font as your message.
  • 13. Step 5 - Write Message Put the cursor after “Dear “, and click “Insert fields”. Then Select the Salesforce field corresponding to first name. The lead’s first name will be grabbed from Salesforce. Then type your main message. If you need to write more, you can write on the other inside page (Thankster cards are folder cards). IMPORTANT - Don’t type more than 150 characters on either page unless you check to be sure your message fits using the Thankster project selected at the beginning of Step 5.
  • 14. Steps 6 and 7 - Test, Name, and Turn on Your Zap