
When this happens...
New Cheque Created
New Letter Is Created
New Postcard Is Created

Automatically do this!
Create Comment
Create Subtask
Create Task
Create TaskList
Create Conversation
Create Note
Create Organization
Find a Task
Get a Tasklist
Get a Project
Get an Organization
Update Task
Update Tasklist
Update Subtask
Update Project
Update Note
Update File
Update Conversation
Delete Subtask
Delete Project
Delete Organization
Delete Note
Delete File
Delete Conversation
Create Workspace
Delete Task
List All Activities
List All Notes
List All Conversation
List All Files
List All Memberships
List All Notifications
List All People
List All Project
List All Tags
List All Tasklist
List All Task
List All Users
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
Triggers when a new task is created
Triggers when new workspace created
Trigger when New Notifition 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.
Creates a new Comment.
Create a new Subtask.

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To start, connect both your PostGrid Print & Mail and Redbooth accounts to viaSocket. Once connected, you can set up a workflow where an event in PostGrid Print & Mail triggers actions in Redbooth (or vice versa).
Absolutely. You can customize how PostGrid Print & Mail data is recorded in Redbooth. This includes choosing which data fields go into which fields of Redbooth, setting up custom formats, and filtering out unwanted information.
The data sync between PostGrid Print & Mail and Redbooth 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 Redbooth. 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.
PostGrid's Print & Mail REST API allows you to send personalized letters, checks, or postcards on demand and at scale.
Learn MoreRedbooth is an easy-to-use online task and project management software for busy teams. With Redbooth, teams can collaborate on projects, manage tasks, and communicate in real-time, boosting productivity and streamlining workflows.
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