Connect PostGrid Print & Mail and finlight 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 Sources
Search Articles
Get Article By Link
Ready to use PostGrid Print & Mail and finlight 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
Search Finlight Articles
Searches Finlight for articles using a query and optional countries.
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 Sources
Retrieve a list of all article sources supported by Finlight.
Search Articles
Searches Finlight for articles matching a query and optional filters like sources, stock symbols, and countries.
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Frequently Asked Questions
To start, connect both your PostGrid Print & Mail and finlight accounts to viaSocket. Once connected, you can set up a workflow where an event in PostGrid Print & Mail triggers actions in finlight (or vice versa).
Absolutely. You can customize how PostGrid Print & Mail data is recorded in finlight. This includes choosing which data fields go into which fields of finlight, setting up custom formats, and filtering out unwanted information.
The data sync between PostGrid Print & Mail and finlight 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 finlight. 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 finlight
Finlight is a comprehensive platform designed to streamline financial management and investment tracking. It offers tools for analyzing financial data, managing portfolios, and generating insightful reports, making it ideal for both individual investors and financial professionals.
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