Integrations PostGrid Print & Mail Referral Rock
PostGrid Print & Mail + Referral Rock

Connect PostGrid Print & Mail and Referral Rock to Build Intelligent Automations

Choose a Trigger

PostGrid Print & Mail

When this happens...

Choose an Action

Referral Rock

Automatically do this!

Enable Integrations or automations with these events of PostGrid Print & Mail and Referral Rock

Enable Integrations or automations with these events of PostGrid Print & Mail and Referral Rock

Triggers

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

Request a new Trigger for PostGrid Print & Mail

Actions

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.

Request a new Action for PostGrid Print & Mail

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Frequently Asked Questions

How do I start an integration between PostGrid Print & Mail and Referral Rock?

To start, connect both your PostGrid Print & Mail and Referral Rock accounts to viaSocket. Once connected, you can set up a workflow where an event in PostGrid Print & Mail triggers actions in Referral Rock (or vice versa).

Can we customize how data from PostGrid Print & Mail is recorded in Referral Rock?

Absolutely. You can customize how PostGrid Print & Mail data is recorded in Referral Rock. This includes choosing which data fields go into which fields of Referral Rock, setting up custom formats, and filtering out unwanted information.

How often does the data sync between PostGrid Print & Mail and Referral Rock?

The data sync between PostGrid Print & Mail and Referral Rock typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from PostGrid Print & Mail to Referral Rock?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between PostGrid Print & Mail and Referral Rock?

Yes, you can set conditional logic to control the flow of data between PostGrid Print & Mail and Referral Rock. 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.