Connect PostGrid Print & Mail and ACT! 365 to Build Intelligent Automations
Choose a Trigger
When this happens...
New Check Created
New Letter Is Created
New Postcard Is Created
Choose an Action
Automatically do this!
- Request a new Action for ACT! 365
Enable Integrations or automations with these events of PostGrid Print & Mail and ACT! 365
Enable Integrations or automations with these events of PostGrid Print & Mail and ACT! 365
Triggers
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
Actions
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 PostGrid Print & Mail and ACT! 365 accounts to viaSocket. Once connected, you can set up a workflow where an event in PostGrid Print & Mail triggers actions in ACT! 365 (or vice versa).
Absolutely. You can customize how PostGrid Print & Mail data is recorded in ACT! 365. This includes choosing which data fields go into which fields of ACT! 365, setting up custom formats, and filtering out unwanted information.
The data sync between PostGrid Print & Mail and ACT! 365 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 PostGrid Print & Mail and ACT! 365. 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 PostGrid Print & Mail
PostGrid's Print & Mail REST API allows you to send personalized letters, checks, or postcards on demand and at scale.
Learn MoreAbout ACT! 365
Act! 365 puts essential sales and marketing tools in your hands to close more deals, find new leads, and grow your business. The perfect Microsoft® Office 365 companion, stay productive from your inbox, the app—or wherever work takes you.
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