Integrations ArcSite PostGrid Print & Mail
ArcSite + PostGrid Print & Mail

Connect ArcSite and PostGrid Print & Mail to Build Intelligent Automations

Choose a Trigger

ArcSite

When this happens...

Choose an Action

PostGrid Print & Mail

Automatically do this!

Ready to use ArcSite and PostGrid Print & Mail automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Project Created

New Project Created

Runs when a new project is created in ArcSite.

New ArcSite Event

New ArcSite Event

Runs when new ArcSite event occurs

New Cheque Created

New Cheque Created

runs when New Check Created

New Letter Is Created

New Letter Is Created

runs when New Letter Is Created

New Postcard Is Created

New Postcard Is Created

runs when New Postcard Is Created

Request a new Trigger for ArcSite

Do thisActions

Action is the task that follows automatically within your ArcSite integrations.

Create Project

Create Project

Creates a new project in ArcSite and adds customer, sales rep, tags, and work site details.

Update Project

Update Project

Updates an existing project with a new name, customer information, sales rep, worksite address, tags, or job number.

Add Collaborators

Add Collaborators

Adds one or more people to the specified project and assigns their roles.

Create Contact

Create Contact

Create a contact with name, mailing address, and contact details

Create Letter

Create Letter

Create and mail a personalized letter to a recipient.

Send Physical Cheque

Send Physical Cheque

Send a printed cheque to a recipient with amount, memo, optional logo, and optional send date.

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Frequently Asked Questions

How do I start an integration between ArcSite and PostGrid Print & Mail?

To start, connect both your ArcSite and PostGrid Print & Mail accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in PostGrid Print & Mail (or vice versa).

Can we customize how data from ArcSite is recorded in PostGrid Print & Mail?

Absolutely. You can customize how ArcSite data is recorded in PostGrid Print & Mail. This includes choosing which data fields go into which fields of PostGrid Print & Mail, setting up custom formats, and filtering out unwanted information.

How often does the data sync between ArcSite and PostGrid Print & Mail?

The data sync between ArcSite and PostGrid Print & Mail typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from ArcSite to PostGrid Print & Mail?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between ArcSite and PostGrid Print & Mail?

Yes, you can set conditional logic to control the flow of data between ArcSite and PostGrid Print & Mail. 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.

ArcSite

About ArcSite

ArcSite is the all-in-one drawing & mobile sales platform for service professionals including mobile drawing, estimation, and takeoff tools.

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PostGrid Print & Mail

About PostGrid Print & Mail

PostGrid's Print & Mail REST API allows you to send personalized letters, checks, or postcards on demand and at scale.

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