Connect PostGrid Print & Mail and Centralstation CRM 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!
List All People
Search People by Email
List All Companies
List All Deals
List All Projects
List All Protocols
List All Historic Events
List All Tags
List All Tasks
List All Users
List All Filter Groups
Create Person
Create Project
Create Deal
Create Company
Get a Deal
Update Deal
Update Person
Update Project
Update Company
Add Tag to Person
Find Company by Name
Find Project by Name
Find Deal by Name
Ready to use PostGrid Print & Mail and Centralstation CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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
New Company
Triggers when a new company is created
New Person
Triggers when a new person is created
New Project
Triggers when a new project is created
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.
List All People
Retrieves the details of all people
Search People by Email
Retrieves the details of the person by email
Know More About Postgrid Print Mail and Centralstation Crm Integrations
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Frequently Asked Questions
To start, connect both your PostGrid Print & Mail and Centralstation CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in PostGrid Print & Mail triggers actions in Centralstation CRM (or vice versa).
Absolutely. You can customize how PostGrid Print & Mail data is recorded in Centralstation CRM. This includes choosing which data fields go into which fields of Centralstation CRM, setting up custom formats, and filtering out unwanted information.
The data sync between PostGrid Print & Mail and Centralstation CRM 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 Centralstation CRM. 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 Centralstation CRM
CentralStationCRM is an easy CRM software. We focus on ease of use, collaboration and work best when you have (or want) long term relationships.
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