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Zapier Integration

What it is​

The Zapier integration connects thanks.io to 8,000+ apps with no coding required. Set up a "Zap" with a trigger (something that happens in another app) and an action (send mail via thanks.io). Popular connections: HubSpot, Salesforce, Google Sheets, Typeform.

How to use it​

  1. In your thanks.io dashboard, click Integrations in the left nav.
  2. Find the Zapier card and click Browse Templates, or go to zapier.com and search for thanks.io.
  3. Choose a pre-built Zap template or click Make a Zap to build from scratch.
  4. Select your trigger app and event (e.g., HubSpot New Contact).
  5. Add a thanks.io Action step and authorize thanks.io in Zapier.
  6. Map your trigger data to thanks.io recipient fields (name, address, city, state, ZIP).
  7. Select your Image Template and Message Template.
  8. Click Test & Review, then turn on the Zap.

Tips & best practices​

  • Use a Filter step before the thanks.io action to skip contacts with incomplete addresses or who are already in your Suppression List.
  • Enable API Testing Mode in Account Settings while testing so no real mail ships.
  • Add a Delay step for sends you want to happen a few days after the trigger.
  • Use Zapier's Formatter step to clean up address data before passing it to thanks.io.

Limits & gotchas​

  • Zapier's free plan limits the number of Zap runs per month. High-volume use cases may require a paid Zapier plan.
  • Each Zap run sends to a single recipient - for bulk sends, use the thanks.io mailing list API.

Get Notified on QR Scan​

You can leverage Zapier to notify you when someone scans a postcard using thanks.io's QR Code Scan trigger in Zapier.

Zapier QR Code Scan trigger setup

We will provide you with all of the data that pertains to the mailers as we know it, so you can update your CRM or system.

Tip: Save emails and phone numbers in your thanks.io mailing lists to make it easy to use client lookup functions/searches in your Zaps.

QR scan data fields available in Zapier

Example Zap: Create a Follow-up Task from a QR Scan​

The most common and important notification type is to perform a follow-up. When you are sending mail that you want people to scan, when they do take that action you'll want to contact them to follow up and ensure they got what they wanted from your QR code. Creating a task in your CRM or system to do just that is easy with this automation.

Example Zap creating a follow-up task on QR scan

Follow the links below to create your own version now.