
When this happens...
New Check Created
New Letter Is Created
New Postcard Is Created

Automatically do this!
Create Task
Create Project
Update Task
Delete Task
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When this happensTriggers
A trigger is an event that starts a workflow.
runs when New Check Created
runs when New Letter Is Created
runs when New Postcard Is Created
Runs when a new task is added to a project in ProofHub.
Runs when a task or subtask is updated or marked completed in ProofHub
Action is the task that follows automatically within your PostGrid Print & Mail integrations.
Create a contact with name, mailing address, and contact details
Create and mail a personalized letter to a recipient.
Send a printed cheque to a recipient with amount, memo, optional logo, and optional send date.
Creates recipient and sender contacts if needed and mails a printed postcard.
Creates a new task in a specified project.
Creates a new project in ProofHub.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your PostGrid Print & Mail and ProofHub accounts to viaSocket. Once connected, you can set up a workflow where an event in PostGrid Print & Mail triggers actions in ProofHub (or vice versa).
Absolutely. You can customize how PostGrid Print & Mail data is recorded in ProofHub. This includes choosing which data fields go into which fields of ProofHub, setting up custom formats, and filtering out unwanted information.
The data sync between PostGrid Print & Mail and ProofHub 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 ProofHub. 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.
PostGrid's Print & Mail REST API allows you to send personalized letters, checks, or postcards on demand and at scale.
Learn MoreProofHub is a comprehensive project management and team collaboration tool designed to streamline workflows, enhance productivity, and facilitate seamless communication among team members. It offers features such as task management, time tracking, file sharing, and project planning, making it ideal for teams of all sizes.
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