Connect rally and PostGrid Print Mail to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for rally
Choose an Action
Automatically do this!
Create contact
Create Letter
Create Cheque
Create Postcard
Enable Integrations or automations with these events of rally and PostGrid Print Mail
Enable Integrations or automations with these events of rally and PostGrid Print Mail
Triggers
new check is created
runs when new check is created
new letter is created
runs when new letter is created
new postcard is created
runs when new postcard is created
Actions
Create contact
Create a contact with name, mailing address, and contact details
Create Letter
Print a personalized letter and send it by postal mail to a recipient.
Create Cheque
Create and mail a physical check to a recipient with amount, memo, optional logo, and optional send date.
Create Postcard
Create and mail a printed postcard to a recipient.
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Frequently Asked Questions
To start, connect both your rally and PostGrid Print Mail accounts to viaSocket. Once connected, you can set up a workflow where an event in rally triggers actions in PostGrid Print Mail (or vice versa).
Absolutely. You can customize how rally data is recorded in PostGrid Print Mail. This includes choosing which data fields go into which fields of PostGrid Print Mail, setting up custom formats, and filtering out unwanted information.
The data sync between rally and PostGrid Print Mail 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 rally and PostGrid Print Mail. 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 rally
Rally is an all-in-one automation and collaboration platform for business lawyers and their clients.
Learn MoreAbout PostGrid Print Mail
PostGrid's Print & Mail REST API allows you to send personalized letters, checks, or postcards on demand and at scale.
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