
When this happens...
Task Created Modified or Deleted
New Estimate
Invoice Sent

Automatically do this!
Create Contact
Create Letter
Send Physical Cheque
Create Postcard
When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when a new task is created, modified or deleted.
Trigger when New Estimate is created.
Trigger when a invoice status is changed to sent.
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 JobNimbus integrations.
create a new contact within JobNimbus.
Retrieves the details of all contacts
Creates a new job, requiring a Contact ID from Create Contact.
Find Contact by ID
Retrieves the details of all the jobs within a JobNimbus account.
Retrieves the details of all the tasks within a JobNimbus account.

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To start, connect both your JobNimbus and PostGrid Print & Mail accounts to viaSocket. Once connected, you can set up a workflow where an event in JobNimbus triggers actions in PostGrid Print & Mail (or vice versa).
Absolutely. You can customize how JobNimbus 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 JobNimbus 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 JobNimbus 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.
PostGrid's Print & Mail REST API allows you to send personalized letters, checks, or postcards on demand and at scale.
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