Connect PostGrid Print & Mail and Teamgate to Build Intelligent Automations
Choose a Trigger
When this happens...
New Cheque Created
New Letter Is Created
New Postcard Is Created
Choose an Action
Automatically do this!
List All Companies
List Deals
List Lead Collection
List People Collection
List Products Collection
List Emails Collection
Create Product
Create Activity
Create or Update Company
Create or Update Deal
Create Or Update Lead
Create or Update Person
Update Product
Find Company
Find Deal
Find Lead
Find Person
Find Product
Ready to use PostGrid Print & Mail and Teamgate automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Cheque Created
runs when New Check Created
New Letter Is Created
runs when New Letter Is Created
New Postcard Is Created
runs when New Postcard Is Created
New Company Created
Runs when a new company is created in Teamgate.
New Lead Created
Runs when a new lead is created in Teamgate.
New Deal Created
Runs when a new deal is created in Teamgate.
Do thisActions
Action is the task that follows automatically within your PostGrid Print & Mail integrations.
Create Contact
Create a contact with name, mailing address, and contact details
Create Letter
Create and mail a personalized letter to a recipient.
Send Physical Cheque
Send a printed cheque to a recipient with amount, memo, optional logo, and optional send date.
Create Postcard
Creates recipient and sender contacts if needed and mails a printed postcard.
List All Companies
Retrieves the list of all company
List Deals
Retrieves deals from your Teamgate CRM account .
Know More About Postgrid Print Mail and Teamgate Integrations
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Frequently Asked Questions
To start, connect both your PostGrid Print & Mail and Teamgate accounts to viaSocket. Once connected, you can set up a workflow where an event in PostGrid Print & Mail triggers actions in Teamgate (or vice versa).
Absolutely. You can customize how PostGrid Print & Mail data is recorded in Teamgate. This includes choosing which data fields go into which fields of Teamgate, setting up custom formats, and filtering out unwanted information.
The data sync between PostGrid Print & Mail and Teamgate 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 Teamgate. 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.
About PostGrid Print & Mail
PostGrid's Print & Mail REST API allows you to send personalized letters, checks, or postcards on demand and at scale.
Learn MoreAbout Teamgate
Teamgate is an intelligent sales CRM with a great insights. Start from Lead capturing and move along to closing a Deal. Get top reports, which will become a necessity from day one.
Learn More
