Integrations vanillasoft PostGrid Print & Mail
vanillasoft + PostGrid Print & Mail

Connect vanillasoft and PostGrid Print & Mail to Build Intelligent Automations

Choose a Trigger

vanillasoft

When this happens...

Choose an Action

PostGrid Print & Mail

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Enable Integrations or automations with these events of vanillasoft and PostGrid Print & Mail

Enable Integrations or automations with these events of vanillasoft and PostGrid Print & Mail

Triggers

New Check Created

New Check Created

runs when New Check Created

New Letter Is Created

New Letter Is Created

runs when New Letter Is Created

New Postcard Is Created

New Postcard Is Created

runs when New Postcard Is Created

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Actions

Create Contact

Create Contact

Create a contact with name, mailing address, and contact details

Create Letter

Create Letter

Create and mail a personalized letter to a recipient.

Send Physical Cheque

Send Physical Cheque

Send a printed cheque to a recipient with amount, memo, optional logo, and optional send date.

Create Postcard

Create Postcard

Creates recipient and sender contacts if needed and mails a printed postcard.

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Frequently Asked Questions

How do I start an integration between vanillasoft and PostGrid Print & Mail?

To start, connect both your vanillasoft and PostGrid Print & Mail accounts to viaSocket. Once connected, you can set up a workflow where an event in vanillasoft triggers actions in PostGrid Print & Mail (or vice versa).

Can we customize how data from vanillasoft is recorded in PostGrid Print & Mail?

Absolutely. You can customize how vanillasoft 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.

How often does the data sync between vanillasoft and PostGrid Print & Mail?

The data sync between vanillasoft and PostGrid Print & Mail typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from vanillasoft to PostGrid Print & Mail?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between vanillasoft and PostGrid Print & Mail?

Yes, you can set conditional logic to control the flow of data between vanillasoft 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.

vanillasoft

About vanillasoft

VanillaSoft is a CRM app that combines the best of CRM, Lead Management and Telemarketing applications into one of the most capable phone sales environments.

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PostGrid Print & Mail

About 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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