Send letters from HubSpot deals, mail checks after invoice approval, and print postcards from Salesforce updates.
Ready to use PostGrid Print & Mail automations
viaSocket makes it simple to connect PostGrid Print & Mail and automate repetitive tasks.
When this happensTriggers
A trigger is an event that starts a workflow.
runs when New Check Created
runs when New Letter Is Created
runs when New Postcard Is Created
Action is the task that follows automatically within your PostGrid Print & Mail integrations.
Create a contact with name, mailing address, and contact details
Create and mail a personalized letter to a recipient.
Send a printed cheque to a recipient with amount, memo, optional logo, and optional send date.
Creates recipient and sender contacts if needed and mails a printed postcard.
See how PostGrid Print & Mail integrates with popular apps to automate tasks and streamline your workflow.
Send personalized letters from HubSpot when a deal becomes closed won.
Mail postcards from Salesforce when an account enters the renewal stage.
Create checks in QuickBooks when an invoice is approved for vendor payment.
Trigger support letters from Zendesk when a case needs written follow-up.
Generate mail-ready postcards from your CRM when a lead requests a quote.
Convert spreadsheet rows into PostGrid Print & Mail postcards for campaign lists.






Automate when something happens in PostGrid Print & Mail
Login -> Create new flow -> Select trigger -> Search PostGrid Print & Mail -> Choose the trigger from the list
Take action in PostGrid Print & Mail when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search PostGrid Print & Mail -> Choose the action from the list
Trigger
Action
Launch your automation in minutes using professionally built workflow templates. Customize them anytime to fit your needs.
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viaSocket connects to PostGrid using PostGrid’s REST API credentials. You map the data fields (name, address, template, file) in a visual workflow and set triggers from your CRM, billing, or other apps—no coding required for common workflows.
PostGrid supports personalized letters, postcards and checks via its API. You can merge customer fields into templates or upload PDFs, and include variable text and addresses so each print job is personalized on demand.
Yes. viaSocket can run AI scoring or rules (lead scoring, churn risk, segment recommendations) and use those results to automatically trigger PostGrid sends—so AI decisions turn directly into physical mail actions.
PostGrid returns production and delivery status via its API. You can capture these status updates in your workflow for reporting or retries. Delivery timing depends on production options and postal service; plan for variable transit times.
viaSocket sends only the data required for the print job and uses secure API credentials. For sensitive mail (financial or legal), keep templates and PII handling within your compliance rules and consult PostGrid’s security documentation for specifics.
PostGrid's Print & Mail REST API allows you to send personalized letters, checks, or postcards on demand and at scale.
Learn MoreviaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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