Enable Integrations or automations with these events of surveypal and PostGrid Print & Mail
runs when New Check Created
runs when New Letter Is Created
runs when New Postcard Is Created
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.
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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 surveypal and PostGrid Print & Mail accounts to viaSocket. Once connected, you can set up a workflow where an event in surveypal triggers actions in PostGrid Print & Mail (or vice versa).
Absolutely. You can customize how surveypal 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 surveypal 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 surveypal 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.
Send branded surveys after any customer interaction, then monitor performance and improve survey response rates with Surveypal's real-time analytics and intelligent alerts.
Learn MorePostGrid's Print & Mail REST API allows you to send personalized letters, checks, or postcards on demand and at scale.
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