
When this happens...
New Product Insight Generated

Automatically do this!
Create Contact
Create Letter
Send Physical Cheque
Create Postcard
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when new product insight is generated
runs when New Check Created
runs when New Letter Is Created
runs when New Postcard Is Created
Action is the task that follows automatically within your ClosedLoop AI integrations.
Send customer feedback to extract product insights.
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.

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To start, connect both your ClosedLoop AI and PostGrid Print & Mail accounts to viaSocket. Once connected, you can set up a workflow where an event in ClosedLoop AI triggers actions in PostGrid Print & Mail (or vice versa).
Absolutely. You can customize how ClosedLoop AI 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.
The data sync between ClosedLoop AI and PostGrid Print & Mail 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 ClosedLoop AI 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.
ClosedLoop AI offers advanced AI solutions tailored for healthcare analytics, enabling organizations to leverage data-driven insights for improved patient outcomes and operational efficiency.
Learn MorePostGrid's Print & Mail REST API allows you to send personalized letters, checks, or postcards on demand and at scale.
Learn More