Integrations PostGrid Print & Mail Bexio
PostGrid Print & Mail + Bexio

Connect PostGrid Print & Mail and Bexio to Build Intelligent Automations

Choose a Trigger

PostGrid Print & Mail

When this happens...

Choose an Action

Bexio

Automatically do this!

Ready to use PostGrid Print & Mail and Bexio automations

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

New Order

New Order

Triggers when a new order is created

New Quote

New Quote

Triggers when a new quote is created or updated

New Sales-Invoice

New Sales-Invoice

Triggers when a new sales invoice is created or updated

Do thisActions

Action is the task that follows automatically within your PostGrid Print & Mail integrations.

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.

Create Product

Create Product

Creates a product

Create Project

Create Project

Creates a Project

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how PostGrid Print & Mail data is recorded in Bexio. This includes choosing which data fields go into which fields of Bexio, setting up custom formats, and filtering out unwanted information.

How often does the data sync between PostGrid Print & Mail and Bexio?

The data sync between PostGrid Print & Mail and Bexio 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 PostGrid Print & Mail to Bexio?

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 PostGrid Print & Mail and Bexio?

Yes, you can set conditional logic to control the flow of data between PostGrid Print & Mail and Bexio. 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 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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Bexio

About Bexio

Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.

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