Connect PostGrid Print & Mail and ProjectManager to Build Intelligent Automations
Choose a Trigger
When this happens...
New Check Created
New Letter Is Created
New Postcard Is Created
Choose an Action
Automatically do this!
Create Project
Create Task
Create Timesheet Entry
Update Project
Update Task
Update Timesheet Entry ID
Get Project Details
Get Task Details
Get Project Priorities
Create User
Get User Details
Update User
List Roles
List Active Admin Tasks
List Task Priorities
List Tasks
List User Skills
List Users
List Project Templates
List Project Statuses
List Project Fields
List projects
Ready to use PostGrid Print & Mail and ProjectManager automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Check Created
runs when New Check Created
New Letter Is Created
runs when New Letter Is Created
New Postcard Is Created
runs when New Postcard Is Created
New User
Triggered when a new user is added to your account
New Project
Triggers when a new project is created
New Task
Triggers when a new task is created, can be configured to find all new tasks or only tasks added to a specific project.
Do thisActions
Action is the task that follows automatically within your PostGrid Print & Mail integrations.
Create Contact
Create a contact with name, mailing address, and contact details
Create Letter
Create and mail a personalized letter to a recipient.
Send Physical Cheque
Send a printed cheque to a recipient with amount, memo, optional logo, and optional send date.
Create Postcard
Creates recipient and sender contacts if needed and mails a printed postcard.
Create Project
Creates a new project
Create Task
Create a new Task within a specific project.
Know More About Postgrid Print Mail and Projectmanager Integrations
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Frequently Asked Questions
To start, connect both your PostGrid Print & Mail and ProjectManager accounts to viaSocket. Once connected, you can set up a workflow where an event in PostGrid Print & Mail triggers actions in ProjectManager (or vice versa).
Absolutely. You can customize how PostGrid Print & Mail data is recorded in ProjectManager. This includes choosing which data fields go into which fields of ProjectManager, setting up custom formats, and filtering out unwanted information.
The data sync between PostGrid Print & Mail and ProjectManager typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between PostGrid Print & Mail and ProjectManager. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About PostGrid Print & Mail
PostGrid's Print & Mail REST API allows you to send personalized letters, checks, or postcards on demand and at scale.
Learn MoreAbout ProjectManager
ProjectManager.com is a simple yet powerful online project management tool that enables you and your team to plan, track, monitor and report on your projects in real-time.
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