Connect PostGrid Print & Mail and Nifty 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 Task
Update Task
Create Project
Update Project
Create Milestone
Get User Details
Create Portfolio
Create Document
Create Status
Create Tag
Find Task
Find Project
Find Milestones
Update Milestone or List
Find Document
Update Document
Ready to use PostGrid Print & Mail and Nifty 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
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 Task
Creates a new task in a project or workspace.
Update Task
Updates details of an existing task.
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Frequently Asked Questions
To start, connect both your PostGrid Print & Mail and Nifty accounts to viaSocket. Once connected, you can set up a workflow where an event in PostGrid Print & Mail triggers actions in Nifty (or vice versa).
Absolutely. You can customize how PostGrid Print & Mail data is recorded in Nifty. This includes choosing which data fields go into which fields of Nifty, setting up custom formats, and filtering out unwanted information.
The data sync between PostGrid Print & Mail and Nifty 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 Nifty. 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 Nifty
Nifty is a project management and team collaboration tool designed to streamline your workflow and enhance productivity. It offers features such as task management, time tracking, project timelines, and team communication to help you manage your projects efficiently.
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