Handwrite + Salesforce

Send handwritten cards in Handwrite for updated records in Salesforce

Elevate your customer relationship management by sending personalized, handcrafted cards with this workflow. Whenever a key record is updated in Salesforce, a thoughtful handwritten card will be dispatched through Handwrite. Embrace this unique blend of technology and personal touch to enhance client interactions and foster stronger relationships.

When this happens...
Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
TriggerScheduled
automatically do this!
Send Handwritten Card
Sends a handwritten card to a recipient of your choosing. Perfect for intros and follow-ups!
ActionWrite

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Supported triggers and actions

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
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- History ObjectRequired
Trigger
Scheduled
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
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- CampaignRequired
- ContactRequired
Action
Write

- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write

Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Record to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write
- MessageRequired
- Sent By
- Recipient First Name
- Recipient Last Name
- Recipient Company
- Recipient Address Line 1Required
- Recipient Address Line 2
- Recipient CityRequired
- Recipient StateRequired
- Recipient ZipRequired
- Choose A CardRequired
- Choose A HandwritingRequired
Action
Write

New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce ObjectsRequired
Trigger
Scheduled
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- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Warning
- Opportunity
- Create New Opportunity
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- TitleRequired
- Note
- Salesforce ObjectRequired
- Is Private
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write
- MessageRequired
- Recipient First Name
- Recipient Last Name
- Recipient Company
- Recipient Address Line 1Required
- Recipient Address Line 2
- Recipient CityRequired
- Recipient StateRequired
- Recipient ZipRequired
- Choose A CardRequired
- Choose A HandwritingRequired
- From: First Name
- From: Last Name
- From: Street 1Required
- From: Street 2
- From: CityRequired
- From: StateRequired
- From: Zip CodeRequired
Action
Write

About Handwrite

Handwrite pens your message on premium stationery of your choice and sends it straight to your recipient. Our robots use real pen and paper to write in your actual handwriting.