Connect PostGrid Print & Mail and Docugami 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 a docset
Create a project
Publish a project
Ready to use PostGrid Print & Mail and Docugami 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
Create Project
Triggers when new projects are created within the selected time interval.
Create Docsets
Triggers when new docsets are created within the selected time interval.
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 a docset
Create a docset in Docugami.
Create a project
Create a Project in Docugami.
Know More About Postgrid Print Mail and Docugami Integrations
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Frequently Asked Questions
To start, connect both your PostGrid Print & Mail and Docugami accounts to viaSocket. Once connected, you can set up a workflow where an event in PostGrid Print & Mail triggers actions in Docugami (or vice versa).
Absolutely. You can customize how PostGrid Print & Mail data is recorded in Docugami. This includes choosing which data fields go into which fields of Docugami, setting up custom formats, and filtering out unwanted information.
The data sync between PostGrid Print & Mail and Docugami 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 Docugami. 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 Docugami
Enhance your document engineering processes with Docugami's specialized AI tools designed to transform how your business creates and understands documents.
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