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

Automatically do this!
Update Project
List All Organization
List All Expenses
List All Contact Person
List All Person
List All Hours
List All Employee
List All Employee Custom Field Groups
List All Employee Custom Field
List All Leave
List All Timetable
List All Invoices
List All Invoices Status
List All Projects
List All Project Status
List All Sales Quote
List All Sales Custom Field
List All Sales Status
Create Timeline Note
Update Contact
Find Or List Organizations
Find or List Persons
Find or List Projects
Update Organization
Create Organization
Create Contact
Create Project
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 project is created.
Triggers when an existing project is updated.
Triggers when a new employees 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.
Updates an existing project in Simplicate.
Retrieves the details of all organization

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To start, connect both your PostGrid Print & Mail and Simplicate accounts to viaSocket. Once connected, you can set up a workflow where an event in PostGrid Print & Mail triggers actions in Simplicate (or vice versa).
Absolutely. You can customize how PostGrid Print & Mail data is recorded in Simplicate. This includes choosing which data fields go into which fields of Simplicate, setting up custom formats, and filtering out unwanted information.
The data sync between PostGrid Print & Mail and Simplicate 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 Simplicate. 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 MoreSimplicate is a comprehensive business management platform designed to streamline and optimize various business processes, including project management, CRM, time tracking, and invoicing. It offers an intuitive interface and robust features to help businesses improve efficiency and productivity.
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