Connect PostGrid Print & Mail and Chartbrew 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!
Create Team
Get Team Details
Update Team
Create Project
Get Team Projects
Get Project Details
Update Project
Delete Project
Create Project Share Policy
Update Share Policy
Delete Project Share Policy
Create Project Share Link
Ready to use PostGrid Print & Mail and Chartbrew 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
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 Team
Create a new team and set branding, report refresh, and export permissions.
Get Team Details
Get details for a Chartbrew team using its team ID.
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Frequently Asked Questions
To start, connect both your PostGrid Print & Mail and Chartbrew accounts to viaSocket. Once connected, you can set up a workflow where an event in PostGrid Print & Mail triggers actions in Chartbrew (or vice versa).
Absolutely. You can customize how PostGrid Print & Mail data is recorded in Chartbrew. This includes choosing which data fields go into which fields of Chartbrew, setting up custom formats, and filtering out unwanted information.
The data sync between PostGrid Print & Mail and Chartbrew 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 Chartbrew. 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 Chartbrew
Chartbrew is a powerful tool for creating and managing data visualizations. It allows users to connect to various data sources and build interactive charts and dashboards, making data analysis and presentation seamless and efficient.
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