Connect Scribeless to your Zapier account to send handwritten mailers programatically based on triggers set from 2000+ different integration sources.
Typical Triggers and Integrations
Deal closed
HubSpot, Pipedrive, ActiveCampaign, Copper CRMContact property updated
Freshworks, SugarCRM, NetSuite, CreatioBirthday or renewal date approaching
Zoho CRM, Salesforce, Klaviyo, YotpoMeeting booked
Calendly, Zoho Bookings, HubSpot, Acuity SchedulingOrder placed
WooCommerce, Magento, Salesforce Commerce CloudForm submitted
Typeform, Fillout, Google Forms, Zoho Forms
Prerequisites
Before setting up your Zapier integration:
Ensure you have access from Scribeless to set up recurring campaigns (contact your commercial team if needed)
Create a template for your handwritten sends in the Scribeless platform
Set up a recurring campaign that will receive recipients from Zapier (initially in "Pending" status)
Creating Your Integration
Create your Zap and select a trigger
Choose the app and event that will initiate your handwritten noteFill in all the criteria and test the trigger
Configure your trigger conditions and verify it works correctlySelect the Scribeless app, and choose "Add Recipients"
Connect to the Scribeless action for your workflowEnter your Scribeless login credentials
Authenticate with your Scribeless accountMatch up the fields from your trigger to the Add Recipients action
Map contact information and address details from your trigger to Scribeless fieldsAdd custom variables at this stage if needed
Include any personalized content that should appear in your templateSelect your campaign, test and continue
Choose which recurring campaign should receive these recipientsSwitch on your Zap ready for sends
Activate your automated workflow
Campaign Status and Workflow
When integrating Scribeless with Zapier, understanding the correct campaign workflow is essential:
Pending Status for Testing
New recurring campaigns start in "Pending" status. This is specifically designed for testing your integration:
You can upload recipients against pending campaigns via Zapier
Recipients added to pending campaigns will generate previews
These recipients will NOT be processed for printing or mailing
No charges will be incurred for recipients in pending campaigns
Use this pending status to verify your data mapping, variable replacement, and overall integration setup.
Activating Your Campaign
Once your testing is complete and you're satisfied with the integration:
Navigate to your campaign in the Scribeless platform
Activate the campaign to change its status from "Pending" to "Ready"
After activation, any new recipients added via Zapier will:
Be processed for production
Be printed and mailed according to campaign settings
Be charged to your account
Important: There is no separate "testing mode" - the campaign status (Pending vs. Ready) determines whether recipients are processed or not.
Best Practices
Always Test with Pending Campaigns: Use the pending status for all testing before activation
Verify Address Formatting: Ensure addresses are properly formatted for the destination country
Check Variable Mapping: Preview test recipients to confirm variables are replacing correctly
Monitor Your Zap: Regularly check for any errors or issues in your Zapier workflow
Create New Pending Campaigns: For testing new integrations, create new pending campaigns rather than using active ones
Troubleshooting
Recipients not appearing: Verify your Zapier authentication and campaign selection
Variable replacement issues: Check that variable names match exactly between Zapier and your template
Address validation errors: Ensure complete address information is being passed from your trigger
Campaign not available: Confirm you have Admin access and that the campaign exists
Need additional help? Contact our support team at [email protected]