Integrations Eagle Doc PostGrid Print & Mail
Eagle Doc + PostGrid Print & Mail

Connect Eagle Doc and PostGrid Print & Mail to Build Intelligent Automations

Choose a Trigger

Eagle Doc

When this happens...

Choose an Action

PostGrid Print & Mail

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Check Created

New Check 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

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Do thisActions

Action is the task that follows automatically within your Eagle Doc integrations.

Process Finance

Process Finance

Processes an invoice/receipt image or PDF and extracts all relevant data like doc type, general, productItems, taxes and more.

Process Receipts

Process Receipts

Processes a receipt image or PDF and extracts all relevant data like shop name, line items, total price, tax information and more.

Process Invoices

Process Invoices

Processes an invoice image or PDF and extracts all relevant data like shop name, line items, total price, tax information and more.

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 Eagle Doc and PostGrid Print & Mail?

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

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

Absolutely. You can customize how Eagle Doc 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 Eagle Doc and PostGrid Print & Mail?

The data sync between Eagle Doc 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 Eagle Doc 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 Eagle Doc and PostGrid Print & Mail?

Yes, you can set conditional logic to control the flow of data between Eagle Doc 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.

Eagle Doc

About Eagle Doc

Eagle Doc offers streamlined document management and collaboration solutions, enabling users to efficiently store, share, and edit documents online.

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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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