Connect PostGrid Print & Mail and Eagle Doc 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!
Process Finance
Process Receipts
Process Invoices
Ready to use PostGrid Print & Mail and Eagle Doc 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
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.
Process Finance
Processes an invoice/receipt image or PDF and extracts all relevant data like doc type, general, productItems, taxes and more.
Process Receipts
Processes a receipt image or PDF and extracts all relevant data like shop name, line items, total price, tax information and more.
Know More About Postgrid Print Mail and Eagle Doc Integrations
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Frequently Asked Questions
To start, connect both your PostGrid Print & Mail and Eagle Doc accounts to viaSocket. Once connected, you can set up a workflow where an event in PostGrid Print & Mail triggers actions in Eagle Doc (or vice versa).
Absolutely. You can customize how PostGrid Print & Mail data is recorded in Eagle Doc. This includes choosing which data fields go into which fields of Eagle Doc, setting up custom formats, and filtering out unwanted information.
The data sync between PostGrid Print & Mail and Eagle Doc 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 Eagle Doc. 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 Eagle Doc
Eagle Doc offers streamlined document management and collaboration solutions, enabling users to efficiently store, share, and edit documents online.
Learn More
