Connect PostGrid Print & Mail and Portfolio Manager
Integrate PostGrid Print & Mail with Portfolio Manager to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create an Event in LiquidPlanner Classic when New Cheque Created in PostGrid Print
Create Folder in LiquidPlanner Classic when New Cheque Created in PostGrid Print
Add Comment to an Item in Liquid-planner-classic when New Cheque Created in PostGrid Print
Create a Milestone in LiquidPlanner Classic when New Cheque Created in PostGrid Print
Create a Note for an Item in Liquid-planner-classic when New Cheque Created in PostGrid Print
Popular PostGrid Print & Mail + Portfolio Manager 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
Portfolio Manager
Automatically do this!
Create an Event
Create Folder
Add Comment to an Item
Create a Milestone
Create a Note for an Item
Create a Link for an Item
Create a Package
Create Checklist Item for a Task
Update a Link
Send Item Move After Command
Send Start Timer
Send Stop Timer
Create partial day event
Update Milestone
Create an Estimate for a Task
Create Dependency
Send Clear Timer
Send Item Move Before Command
Create a Project
Create a Task
Trigger Accept Timesheet
Update Event
Trigger Submit Timesheet
Trigger Un-Accept Timesheet
Trigger Un-Submit Timesheet
Update a Task
Create an Event in LiquidPlanner Classic when New Cheque Created in PostGrid Print
Use this flowCreate Folder in LiquidPlanner Classic when New Cheque Created in PostGrid Print
Use this flowAdd Comment to an Item in Liquid-planner-classic when New Cheque Created in PostGrid Print
Use this flowCreate a Milestone in LiquidPlanner Classic when New Cheque Created in PostGrid Print
Use this flowCreate a Note for an Item in Liquid-planner-classic when New Cheque Created in PostGrid Print
Use this flowCreate a Link for an Item in Liquid-planner-classic when New Cheque Created in PostGrid Print
Use this flowCreate a Package in LiquidPlanner Classic when New Cheque Created in PostGrid Print
Use this flowCreate Checklist Item for a Task in Liquid-planner-classic when New Cheque Created in PostGrid Print
Use this flowUpdate a Link in Liquid-planner-classic when New Cheque Created in PostGrid Print
Use this flowSend Item Move After Command in Liquid-planner-classic when New Cheque Created in PostGrid Print
Use this flowSupported Triggers & Actions
Everything you can automate between PostGrid Print & Mail and Portfolio Manager.
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 or Changed Comment
Triggers when a comment is added or edited in your LiquidPlanner Classic workspace.
New or Changed Task
Triggers when a task is created or updated in your LiquidPlanner Classic workspace.
New or Changed Project
Triggers when a project is created or updated in LiquidPlanner Classic.
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 an Event
Create a new event in a LiquidPlanner workspace with title, dates, owner, project/package, effort, and optional description or alerts.
Create Folder
Create a new folder in the selected LiquidPlanner workspace and set its owner, parent, description, dates, and alerts.
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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From idea to automation.
AI will build it for you
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 Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your PostGrid Print & Mail and Portfolio Manager 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 Portfolio Manager 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 Portfolio Manager. No coding required.
Yes. You can set up a workflow where PostGrid Print & Mail triggers actions in Portfolio Manager, and a separate workflow where Portfolio Manager 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 Portfolio Manager. 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 Portfolio Manager integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
