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

Automatically do this!
Find a User
Find an Agent
Find an Organization
Find Tickets
Find Latest Comment
Add Comment to Ticket
Add Tags to Ticket
Create an Organization
Create a User
Remove Tag from Ticket
Update Ticket
Create Ticket
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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 organization is created.
Triggers when a new user is created.
Triggers when a new group is 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.
Finds an existing user by query
Finds an existing Agent by query

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your PostGrid Print & Mail and Zendesk Support accounts to viaSocket. Once connected, you can set up a workflow where an event in PostGrid Print & Mail triggers actions in Zendesk Support (or vice versa).
Absolutely. You can customize how PostGrid Print & Mail data is recorded in Zendesk Support. This includes choosing which data fields go into which fields of Zendesk Support, setting up custom formats, and filtering out unwanted information.
The data sync between PostGrid Print & Mail and Zendesk Support 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 Zendesk Support. 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 MoreZendesk Support is a customer service platform designed to create better customer relationships. It lets businesses offer support, scale with self-service options, and differentiate with proactive engagement.
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