Connect contractor plus and PostGrid Print & Mail to Build Intelligent Automations
Ready to use contractor plus and PostGrid Print & Mail automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
new lead is created
runs when new lead is created
new client is added
runs when new client is added
new invoice is created
runs when new invoice is created
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
Do thisActions
Action is the task that follows automatically within your contractor plus integrations.
Create lead
Create a new lead to capture a potential client.
Create expense
Create an expense in Contractor+.
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.
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Frequently Asked Questions
To start, connect both your contractor plus and PostGrid Print & Mail accounts to viaSocket. Once connected, you can set up a workflow where an event in contractor plus triggers actions in PostGrid Print & Mail (or vice versa).
Absolutely. You can customize how contractor plus 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 contractor plus 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 contractor plus 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.
About contractor plus
Contractor+ facilitates contractors relationships with their Clients, REI’s & Property Managers. Scheduling, Estimating, Invoicing & more.
Learn MoreAbout 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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