Integrations PostGrid Print & Mail Tally
PostGrid Print & Mail + Tally
Full list

Supported Triggers & Actions

Everything you can automate between PostGrid Print & Mail and Tally.

When this happensTriggers

A trigger is an event that starts a workflow.

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

When a new form response is submitted

When a new form response is submitted

Runs the workflow automatically whenever a new response is submitted to the form.

Request a new Trigger for PostGrid Print & Mail

Do thisActions

Action is the task that follows automatically within your PostGrid Print & Mail integrations.

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.

Get Form By ID

Get Form By ID

Retrieve a form and its sections using the form ID.

Update Form Options

Update Form Options

Update dropdown and checkbox choices in an existing Tally form.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Tally
Tally + PostGrid Print & Mail
Tally logo

About Tally

Tally.so is a versatile form-building platform that allows users to create forms quickly and efficiently without any coding knowledge. It offers a user-friendly interface and a variety of customization options to suit different needs, making it ideal for businesses, educators, and individuals looking to gather information seamlessly.

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Frequently Asked Questions

How do I connect PostGrid Print & Mail and Tally?

Sign up for a free viaSocket account, then authorize both your PostGrid Print & Mail and Tally accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between PostGrid Print & Mail and Tally as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from PostGrid Print & Mail to Tally?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Tally. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where PostGrid Print & Mail triggers actions in Tally, and a separate workflow where Tally triggers actions in PostGrid Print & Mail. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between PostGrid Print & Mail and Tally. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire PostGrid Print & Mail and Tally integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.