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How Zapier works

Zapier makes it easy to integrate thanks.io with Salesforce - no code necessary. See how you can get setup in minutes.

Select a trigger from thanks.io

A trigger is an event that starts your Zap and runs the workflow. For example, with thanks.io, a trigger could be "Get Order Details."
A trigger is the event that kicks off your automated workflow.

Setup an action from Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected thanks.io to Salesforce

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
Triggers and actions are the main components of every automated workflow.

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25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your thanks.io to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
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Connect thanks.io and Salesforce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Order ID
      Required
    Trigger
    Scheduled
    Try It
    • Mailing List (if not selected, trigger will apply to all recipients)
    Trigger
    Instant
    Try It
    • Mailing List (if not selected, trigger will apply to all recipients)
    • Recipient Full Name
    • Recipient First Name
    • Recipient Last Name
    • Recipient Company
    • Address or Complete Address
      Required
    • Address Line 2
    • City
    • State / Province
    • Postal Code
    • Country Code
    • Birthday
    • Email
    • Phone
    • Custom Field #1
    • Custom Field #2
    • Custom Field #3
    • Custom Field #4
    Action
    Write
    • Recipient First Name
    • Recipient Last Name
    • Recipient Full Name
    • Full Address
    • Address or Complete Address
      Required
    • Address Line 2
    • City
    • Postal Code
    • State / Province
    • Country Code
    • Email
    • Phone
    • Recipient Company
    • Message
    • Message Template
    • Message Handwriting Style
    • Image URL
    • Image Template
    • Custom Field #1
    • Custom Field #2
    • Custom Field #3
    • Custom Field #4
    • Additional Pages URL
    • Custom Return Name
    • Custom Return Street
    • Custom Return Unit or Apt
    • Custom Return City
    • Custom Return State
    • Custom Postal Code
    • QR Code URL
    • Sub Account
    Action
    Write
    • Mailing List (if not selected, trigger will apply to all recipients)
    Trigger
    Instant
    Try It
    • Mailing List (if not selected, trigger will apply to all recipients)
    Trigger
    Instant
    Try It
    • Recipient First Name
    • Recipient Last Name
    • Recipient Full Name
    • Full Address
    • Address or Complete Address
      Required
    • Address Line 2
    • City
    • Postal Code
    • State / Province
    • Country Code
    • Email
    • Phone
    • Recipient Company
    • Message
    • Message Template
    • Message Handwriting Style
    • Image Template
    • Custom Field #1
    • Custom Field #2
    • Custom Field #3
    • Custom Field #4
    • Image URL
    • Custom Background Image URL
    • Custom Return Name
    • Custom Return Street
    • Custom Return Unit or Apt
    • Custom Return City
    • Custom Return State
    • Custom Postal Code
    • Sub Account
    • Giftcard Amount in Cents
    • Giftcard Brand
    Action
    Write
    • Radius Search Address
      Required
    • Radius Search Record Count
      Required
    • Record Types
    • Include Condos
    • Use Property Owner
    • Message
    • Message Template
    • Message Handwriting Style
    • Image URL
    • Image Template
    • Custom Field #1
    • Custom Field #2
    • Custom Field #3
    • Custom Field #4
    • Envelope
    • Additional Pages URL
    • Custom Return Name
    • Custom Return Street
    • Custom Return Unit or Apt
    • Custom Return City
    • Custom Return State
    • Custom Postal Code
    • Sub Account
    • Append Data
    Action
    Write

Learn how to automate thanks.io on the Zapier blog

Learn how to automate Salesforce on the Zapier blog

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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.
Learn more
Related categories
  • Printing
salesforce logo
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn moreHelp
Related categories
  • CRM (Customer Relationship Management)
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    • App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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