Integrations Finmei PostGrid Print & Mail
Finmei + PostGrid Print & Mail

Connect Finmei and PostGrid Print & Mail to Build Intelligent Automations

Choose a Trigger

Finmei

When this happens...

Choose an Action

PostGrid Print & Mail

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Ready to use Finmei and PostGrid Print & Mail automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Invoice Created

New Invoice Created

runs when new invoice is created

New Expense Created

New Expense Created

runs when New Expense Created

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 Finmei integrations.

Create Invoice

Create Invoice

Create a new invoice with buyer, seller, products, and payment details.

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.

Create Postcard

Create Postcard

Creates recipient and sender contacts if needed and mails a printed postcard.

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Frequently Asked Questions

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

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

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

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

The data sync between Finmei 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 Finmei 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 Finmei and PostGrid Print & Mail?

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

Finmei

About Finmei

Finmei is a comprehensive platform designed to streamline financial management and enhance decision-making for businesses and individuals. With a focus on providing insightful analytics and efficient tools, Finmei empowers users to manage their finances with ease and precision.

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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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