Connect PostGrid Print & Mail and Lofty
Integrate PostGrid Print & Mail with Lofty to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create New Lead in Lofty when New Cheque Created in PostGrid Print
Add Note to Lead in Lofty when New Cheque Created in PostGrid Print
Update Lead in Lofty when New Cheque Created in PostGrid Print
Search Leads in Lofty when New Cheque Created in PostGrid Print
Send Email To Agent via Lofty when New Cheque Created in PostGrid Print
Popular PostGrid Print & Mail + Lofty 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
Lofty
Automatically do this!
Create New Lead
Add Note to Lead
Update Lead
Search Leads
Send Email To Agent
Send SMS to Sales Agent
Create Agent
List Transactions
Create Task for Lead
Create New Lead in Lofty when New Cheque Created in PostGrid Print
Use this flowAdd Note to Lead in Lofty when New Cheque Created in PostGrid Print
Use this flowUpdate Lead in Lofty when New Cheque Created in PostGrid Print
Use this flowSearch Leads in Lofty when New Cheque Created in PostGrid Print
Use this flowSend Email To Agent via Lofty when New Cheque Created in PostGrid Print
Use this flowSend SMS to Sales Agent via Lofty when New Cheque Created in PostGrid Print
Use this flowCreate Agent in Lofty when New Cheque Created in PostGrid Print
Use this flowList Transactions from Lofty when New Cheque Created in PostGrid Print
Use this flowCreate Task for Lead in Lofty for the Lead when New Cheque Created in PostGrid Print
Use this flowCreate New Lead in Lofty when New Letter Is Created in PostGrid Print
Use this flowSupported Triggers & Actions
Everything you can automate between PostGrid Print & Mail and Lofty.
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 Lead Is Added
Runs when new lead is added
Lead Updated
Runs the workflow automatically whenever a contact is updated in Lofty.
Lead Pipeline Changed
Runs the workflow automatically whenever a lead's pipeline stage changes in Lofty.
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 New Lead
Create a new lead
Add Note to Lead
Add a note to a lead
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.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
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.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating PostGrid Print & Mail and Lofty free
No credit card required. Set up your first workflow in minutes.
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 Lofty
Lofty is a cloud-based tool for creating, organizing, and tracking tasks and projects.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your PostGrid Print & Mail and Lofty 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 Lofty 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 Lofty. No coding required.
Yes. You can set up a workflow where PostGrid Print & Mail triggers actions in Lofty, and a separate workflow where Lofty 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 Lofty. 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 Lofty integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
