Connect PostGrid Print & Mail and CallTrackingMetrics to Build Intelligent Automations
Choose a Trigger
When this happens...
New Cheque Created
New Letter Is Created
New Postcard Is Created
Choose an Action
Automatically do this!
Create Contact List
Send SMS
List Tracking Numbers
Ready to use PostGrid Print & Mail and CallTrackingMetrics automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Cheque 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
New Call Starts
Runs when a new call starts.
Call Ends
Runs when a call ends.
Do thisActions
Action is the task that follows automatically within your PostGrid Print & Mail integrations.
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.
Create Contact List
Creates a new contact list.
Send SMS
Sends an SMS message from your account to a specified phone number.
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Frequently Asked Questions
To start, connect both your PostGrid Print & Mail and CallTrackingMetrics accounts to viaSocket. Once connected, you can set up a workflow where an event in PostGrid Print & Mail triggers actions in CallTrackingMetrics (or vice versa).
Absolutely. You can customize how PostGrid Print & Mail data is recorded in CallTrackingMetrics. This includes choosing which data fields go into which fields of CallTrackingMetrics, setting up custom formats, and filtering out unwanted information.
The data sync between PostGrid Print & Mail and CallTrackingMetrics 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 CallTrackingMetrics. 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 CallTrackingMetrics
Provides call tracking, dynamic number insertion, routing, recording, and multi-channel attribution to connect calls, texts, chats, and form fills to the marketing sources that drove them. Offers conversation intelligence (AI-driven transcription and analytics), a softphone, developer APIs, and native integrations (Google Ads, HubSpot, Salesforce) to sync call data across stacks.
Learn More
