Integration recipe · Zapier
Automate direct mail with Zapier
Zapier captures the event and cleans the address. One eligible record goes to your Sendvo connection. Test every field and duplicate rule first.
- Reviewed against primary sources
- Last updated: October 11, 2026
- No setup fees
Test proof
Every field on the card comes from the Zap.
Render a test proof first. A blank required field holds the record.
See the field map
The recipe
How do you automate direct mail with Zapier?
One trigger, one eligibility filter, one controlled mail action.
- TriggerSelect the event and run a sample record.
- FilterRequire consent, eligibility, and complete address fields.
- MapConnect source fields to recipient, address, creative, and source ID fields.
- TestUse the approved Sendvo test boundary and inspect the proof.
- ActivateEnable a low-risk first run and monitor held and failed records.
Read the full answer
Choose the source app event. Filter out incomplete or ineligible records. Map the address and template fields. Add a stable source key. Test the Zap with live sending disabled. Then review the first controlled record before activation. If you are weighing a connector against a direct connection, direct mail API guidance covers what an endpoint has to record before it releases mail.
Zapier connects the systems. It does not replace address review, proof approval, duplicate rules, or budget controls.
How it connects
Zapier moves the event. Rules decide the mail.
Field map
Map every field before the Zap runs.
Swap in your real field names.
| Send field | Example source field | Rule |
|---|---|---|
source_record_id | response_id or row_id | Required; stable across retries. |
first_name | contact.firstname | Fallback only if the copy supports it. |
address_line_1 | address.street | Hold when empty. |
city, state, postal_code | address.city, address.region, address.zip | Separate structured fields. |
template_id | Workflow constant | Pin a tested template version. |
status | mail_status column or CRM property | Accepted, held, failed, or released. |
Zapier FAQ
Check these before you publish.
Pricing it out? See plans and per-piece rates.
Primary sources
Public Sendvo Zapier app not verified. Plans: list upload, dedupe, and automated mail need Operator or Growth. Integrations and API access need Growth and connect through a no-code tool or our API. Product plans, trigger names, and connector access can change. Confirm yours before production use.
How do you send a postcard after a Typeform submission?
Use the submitted form response as intake, not as automatic permission to mail. Trigger on a new Typeform entry. Require a complete postal address and the business rule that makes the person eligible. Map the Typeform response ID as the source key so a replay cannot create another piece.
Use the dedicated HubSpot direct-mail recipe when HubSpot owns the form and workflow.
- CollectUse separate fields for name, address line 1, address line 2, city, state, and ZIP Code.
- FilterStop submissions that lack the required mail rule or address.
- TestSubmit a named test response and confirm the rendered values.
How do you send postcards from new Google Sheets rows?
Use a new-row trigger only when each row is a complete, immutable send candidate. Give the sheet fixed headers for source ID, recipient, address, template, and eligibility. Protect the header row. Add a sent-or-held result column. A new-row trigger is a poor fit when people often edit the row after creation.
Use a stable row ID or business record ID. Row number alone can change when the sheet is sorted or rebuilt.
- Create headersUse one field per column and document required values.
- Add a gateFilter out blank, duplicate, or unapproved rows.
- Write backStore the result and mailpiece ID in dedicated columns.
Is the Sendvo Zapier app public?
Public availability is not verified. Confirm access in your Zapier account and with Sendvo before you design the production Zap.
Can Zapier test a workflow without live mail?
Only if the destination offers an explicit non-mailing test boundary. Confirm the Sendvo test method before you run the action.
Should a new spreadsheet row always send mail?
No. Add an eligibility field and an address-completeness filter. A row can be new but not ready to mail.
Before launch
Preflight checklist before the first live send
- Use one stable source-event ID and save it with the mail record.
- Require recipient name, address line 1, city, state, and ZIP Code before release.
- Set a duplicate rule for the person, household, property, order, or job.
- Render a proof with a test record before any funded send.
- Define who can pause the workflow and who can approve release.
- Store the source record ID, campaign ID, and returned mailpiece ID together.
- Treat mailstream events as operational signals, not proof of attention or revenue.
Build the Zap around a test record, not a guess.
Confirm access, map the source key and postal fields, check the proof, then turn on the Zap.