Connect PostGrid Print & Mail and LionDesk 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 Contact
Start Campaign
Update Hotness
Find a Contact
List Campaigns
List Contacts
List Custom Fields
List Sources
List Hotnesses
List Events
List Lead Routes
List Lead Sources
List Static Lists
List Tags
List Teams
List Team Members
List Templates
List Template Folders
List User
Ready to use PostGrid Print & Mail and LionDesk 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
New Contact
Triggers when a new contact is created in Liondesk.
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 Contact
Creates a new contact in Liondesk.
Start Campaign
Start an existing campaign for a contact.
Know More About Postgrid Print Mail and Liondesk Integrations
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Frequently Asked Questions
To start, connect both your PostGrid Print & Mail and LionDesk accounts to viaSocket. Once connected, you can set up a workflow where an event in PostGrid Print & Mail triggers actions in LionDesk (or vice versa).
Absolutely. You can customize how PostGrid Print & Mail data is recorded in LionDesk. This includes choosing which data fields go into which fields of LionDesk, setting up custom formats, and filtering out unwanted information.
The data sync between PostGrid Print & Mail and LionDesk 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 LionDesk. 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 LionDesk
LionDesk CRM is a comprehensive customer relationship management platform designed to help real estate professionals and businesses manage their contacts, automate follow-ups, and track leads.
Learn More
