Field-service teams using Salesforce Work Orders often want to send a direct mail piece the moment a job is marked complete — a thank-you card, a review request, a maintenance reminder. Since Work Orders (and their linked Location, Service Territory, and Work Type data) sync into LettrLabs alongside your standard Salesforce objects, you can build this as a Work-Order-triggered automation without any custom integration work.
Building the automation
From Automations, start a New Automation on your Salesforce integration and choose Work Order as the object to mail off of.
Use the "Find me customers where…" filter builder to scope which Work Orders qualify — for a completion-triggered send, filter on the Work Order's status field reaching a completed/closed value.
Layer in additional filters as needed — Work Type, Service Territory, or fields on the linked Location — to target specific job categories or geographies.
Choose a card template, cadence, and suppression audience, then use Calculate Preview to confirm expected recipient volume before saving.
Unverified: the exact set of Work Order status values, available filter fields, and field names above are based on LettrLabs' segmentation entity and filter definitions for Salesforce in the codebase. They have not been validated end-to-end against a live, connected Salesforce org with real Work Order data — your org's specific Work Order status values and picklists may differ from what's described here. If you hit a mismatch between what you see in the filter builder and this guide, let us know so we can correct it.
Address quality matters here
Because Work Orders are tied to a service Location rather than always carrying their own billing-style address, double-check that the Location records you're filtering on have complete, mailable addresses (street, city, state, postal code) before activating an automation. LettrLabs does not currently validate or standardize Work Order/Location addresses on your behalf during sync — a Location with a partial or malformed address will still match your filters and can result in an undeliverable piece.
Recommended approach
Start with a narrow filter (a single Work Type, a single Service Territory) and a small Calculate Preview run before scaling up to your full Work Order volume.
Pair the automation with a suppression audience so a customer with multiple Work Orders in a short window doesn't receive duplicate mail.
Revisit your filters periodically as your team's Work Order status/picklist conventions evolve in Salesforce.