Integrations PostGrid Print & Mail Magicplan
PostGrid Print & Mail + Magicplan
Full list

Supported Triggers & Actions

Everything you can automate between PostGrid Print & Mail and Magicplan.

When this happensTriggers

A trigger is an event that starts a workflow.

New Cheque Created

New Cheque Created

runs when New Check Created

New Letter Is Created

New Letter Is Created

runs when New Letter Is Created

New Postcard Is Created

New Postcard Is Created

runs when New Postcard Is Created

When a new project is created

When a new project is created

Runs the workflow automatically whenever a new project is created in the account.

When a project is updated

When a project is updated

Runs the workflow automatically whenever a project is updated in the account.

Request a new Trigger for PostGrid Print & Mail

Do thisActions

Action is the task that follows automatically within your PostGrid Print & Mail integrations.

Create Contact

Create Contact

Create a contact with name, mailing address, and contact details

Create Letter

Create Letter

Create and mail a personalized letter to a recipient.

Send Physical Cheque

Send Physical Cheque

Send a printed cheque to a recipient with amount, memo, optional logo, and optional send date.

Create Postcard

Create Postcard

Creates recipient and sender contacts if needed and mails a printed postcard.

List Plans

List Plans

Retrieve plans using filters (Plan ID, Plan Name, or Owner Email), with sorting and optional pagination across pages.

Retrieve Workspace

Retrieve Workspace

Get a workspace's details, optionally including its users.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Frequently Asked Questions

How do I connect PostGrid Print & Mail and Magicplan?

Sign up for a free viaSocket account, then authorize both your PostGrid Print & Mail and Magicplan 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between PostGrid Print & Mail and Magicplan as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from PostGrid Print & Mail to Magicplan?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Magicplan. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where PostGrid Print & Mail triggers actions in Magicplan, and a separate workflow where Magicplan triggers actions in PostGrid Print & Mail. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between PostGrid Print & Mail and Magicplan. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire PostGrid Print & Mail and Magicplan integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.