Connect PostGrid Print & Mail and Unify
Integrate PostGrid Print & Mail with Unify to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in PostGrid Print when New Assistant in Unify
Send Letter via PostGrid Print when New Assistant in Unify
Send Physical Cheque via PostGrid Print when New Assistant in Unify
Send Postcard via PostGrid Print when New Assistant in Unify
Create Template in PostGrid Print when New Assistant in Unify
Popular PostGrid Print & Mail + Unify flows
Start from a real workflow other teams are already running.
Choose a trigger
PostGrid Print & Mail
When this happens...
New Cheque Created
New Letter Created
New Postcard Created
Choose an action
Unify
Automatically do this!
Create Assistant
Update an Assistant
Delete an Assistant
Create Project
Rename Project
Creates Context
Delete Context
Rename Context
Create Context Artifacts
Create Log
Add a call recording for an assistant
Delete a recording
Create a new voice record
Create Favorite
Updater Favorite
Delete a Favorite
Delete a Project
Rename a Project
Create Artifacts
Delete an Artifact
Create Contact in PostGrid Print when New Assistant in Unify
Use this flowSend Letter via PostGrid Print when New Assistant in Unify
Use this flowSend Physical Cheque via PostGrid Print when New Assistant in Unify
Use this flowSend Postcard via PostGrid Print when New Assistant in Unify
Use this flowCreate Template in PostGrid Print when New Assistant in Unify
Use this flowList Templates from PostGrid Print when New Assistant in Unify
Use this flowFind Contacts in PostGrid Print when New Assistant in Unify
Use this flowCreate Envelope in PostGrid Print when New Assistant in Unify
Use this flowUpdate Template in PostGrid Print when New Assistant in Unify
Use this flowList Postcard from PostGrid Print when New Assistant in Unify
Use this flowSupported Triggers & Actions
Everything you can automate between PostGrid Print & Mail and Unify.
When this happensTriggers
A trigger is an event that starts a workflow.
New Cheque Created
Runs when new cheque is created within the selected time window.
New Letter Created
Runs when new letter is created within a configurable lookback window.
New Postcard Created
Runs when a new postcard is created within the chosen time window.
New Assistant
Triggers when a new assistant is created.
New Queries
Triggers when a new query is created.
New Interface
Triggers when a new interface is created in a specific project.
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.
Send Letter
Send a personalized letter by mail to a recipient.
Send Physical Cheque
Send a printed cheque to a recipient with amount and memo; optionally include a logo, letter attachment, metadata, and schedule a send date.
Send Postcard
Send a printed postcard and auto-create recipient or sender contacts if they don’t exist.
Create Template
Create an HTML template for sending personalized letters, postcards, or checks, with an optional description and metadata.
List Templates
Retrieve available templates for printing and mailing letters, checks, or postcards.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 moreSimilar apps
About Unify
Unify is a cutting-edge platform that leverages artificial intelligence to streamline and enhance various business processes. It offers tools and solutions that integrate AI capabilities into existing workflows, enabling businesses to optimize operations, improve decision-making, and drive innovation.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your PostGrid Print & Mail and Unify 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.
Yes. viaSocket uses instant triggers where available, so data moves between PostGrid Print & Mail and Unify as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Unify. No coding required.
Yes. You can set up a workflow where PostGrid Print & Mail triggers actions in Unify, and a separate workflow where Unify triggers actions in PostGrid Print & Mail. Both run independently and in real time.
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.
Yes, there is a free plan that covers basic workflows between PostGrid Print & Mail and Unify. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire PostGrid Print & Mail and Unify integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
