Connect PostGrid Print & Mail and Harvest
Integrate PostGrid Print & Mail with Harvest to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Client in Harvest when New Cheque Created in PostGrid Print
Update a Client in Harvest when New Cheque Created in PostGrid Print
Create a Contact in Harvest when New Cheque Created in PostGrid Print
Update a Contact in Harvest when New Cheque Created in PostGrid Print
Find a Task in Harvest when New Cheque Created in PostGrid Print
Popular PostGrid Print & Mail + Harvest flows
Start from a real workflow other teams are already running.
Choose a trigger
PostGrid Print & Mail
When this happens...
New Cheque Created
New Letter Is Created
New Postcard Is Created
Choose an action
Harvest
Automatically do this!
Create a Client
Update a Client
Create a Contact
Update a Contact
Find a Task
Create a Task
Find a Project
Create a Time Entry
Start Timer
Stop Timer
Create a client
Create a Client in Harvest when New Cheque Created in PostGrid Print
Use this flowUpdate a Client in Harvest when New Cheque Created in PostGrid Print
Use this flowCreate a Contact in Harvest when New Cheque Created in PostGrid Print
Use this flowUpdate a Contact in Harvest when New Cheque Created in PostGrid Print
Use this flowFind a Task in Harvest when New Cheque Created in PostGrid Print
Use this flowCreate a Task in Harvest when New Cheque Created in PostGrid Print
Use this flowFind a Project in Harvest when New Cheque Created in PostGrid Print
Use this flowCreate a Time Entry in Harvest when New Cheque Created in PostGrid Print
Use this flowStart Timer in Harvest when New Cheque Created in PostGrid Print
Use this flowStop Timer in Harvest when New Cheque Created in PostGrid Print
Use this flowSupported Triggers & Actions
Everything you can automate between PostGrid Print & Mail and Harvest.
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
New Client Created
Trigger when new client is created
New User
Trigger when user is created
New Contact
Trigger when new contact 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 a Client
Creates a new client
Update a Client
Update an existing client
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 moreSimilar apps
About Harvest
Harvest is a time-tracking and invoicing application that simplifies the process of tracking time for various tasks and projects. It helps organizations and freelancers easily bill clients and better manage their time spent on tasks.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your PostGrid Print & Mail and Harvest accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between PostGrid Print & Mail and Harvest as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Harvest. No coding required.
Yes. You can set up a workflow where PostGrid Print & Mail triggers actions in Harvest, and a separate workflow where Harvest triggers actions in PostGrid Print & Mail. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between PostGrid Print & Mail and Harvest. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire PostGrid Print & Mail and Harvest integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
