Connect MyDocSafe and PostGrid Print & Mail to Build Intelligent Automations
Ready to use MyDocSafe and PostGrid Print & Mail automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Document is Signed
Triggers when a document is signed by all required parties.
Form is submitted
Triggers when a form is submitted
Esign is Rejected
Triggers when a esign is rejected
Sign Request Sent
Triggers when a document sign request is sent.
New Check Created
runs when New Check Created
New Letter Is Created
runs when New Letter Is Created
Do thisActions
Action is the task that follows automatically within your MyDocSafe integrations.
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
Create a Portal Group
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.
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Frequently Asked Questions
To start, connect both your MyDocSafe and PostGrid Print & Mail accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in PostGrid Print & Mail (or vice versa).
Absolutely. You can customize how MyDocSafe 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 MyDocSafe 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 MyDocSafe 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 MyDocSafe
MyDocSafe is a secure document management and e-signature platform designed to streamline workflows, enhance compliance, and improve client engagement. It offers features such as secure document storage, electronic signatures, client portals, and automated workflows.
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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