Connect PostGrid Print & Mail and InvGate Service Management
Integrate PostGrid Print & Mail with InvGate Service Management to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Incident in InvGate Service Management when New Cheque Created in PostGrid Print
Get Categories from InvGate Service Management when New Cheque Created in PostGrid Print
Get Users from InvGate Service Management when New Cheque Created in PostGrid Print
Get Incident Details from InvGate Service Management when New Cheque Created in PostGrid Print
Create User in InvGate Service Management when New Cheque Created in PostGrid Print
Popular PostGrid Print & Mail + InvGate Service Management 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
InvGate Service Management
Automatically do this!
Create Incident
Get Categories
Get Users
Get Incident Details
Create User
Create Incident in InvGate Service Management when New Cheque Created in PostGrid Print
Use this flowGet Categories from InvGate Service Management when New Cheque Created in PostGrid Print
Use this flowGet Users from InvGate Service Management when New Cheque Created in PostGrid Print
Use this flowGet Incident Details from InvGate Service Management when New Cheque Created in PostGrid Print
Use this flowCreate User in InvGate Service Management when New Cheque Created in PostGrid Print
Use this flowCreate Incident in InvGate Service Management when New Letter Is Created in PostGrid Print
Use this flowGet Categories from InvGate Service Management when New Letter Is Created in PostGrid Print
Use this flowGet Users from InvGate Service Management when New Letter Is Created in PostGrid Print
Use this flowGet Incident Details from InvGate Service Management when New Letter Is Created in PostGrid Print
Use this flowCreate User in InvGate Service Management when New Letter Is Created in PostGrid Print
Use this flowSupported Triggers & Actions
Everything you can automate between PostGrid Print & Mail and InvGate Service Management.
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.
Create Incident
Create an incident with title, requester, creator, priority, category, and optional description, location, occurrence date, and related items.
Get Categories
Retrieve service categories used to classify incidents and service requests.
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 InvGate Service Management
InvGate Service Management is an IT service management (ITSM) platform that helps teams manage incidents, service requests, problems, changes, and assets from a single workspace. Automate workflows, track SLAs, streamline ticket resolution, and improve service delivery with powerful reporting and integrations.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your PostGrid Print & Mail and InvGate Service Management 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 InvGate Service Management 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 InvGate Service Management. No coding required.
Yes. You can set up a workflow where PostGrid Print & Mail triggers actions in InvGate Service Management, and a separate workflow where InvGate Service Management 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 InvGate Service Management. 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 InvGate Service Management integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
