MyCase + PostGrid Print & Mail

Create new contacts in PostGrid Print & Mail when people are added or updated in MyCase

Stay organized and proactive with your contact management. When a person's information is added or updated within MyCase, this automation will automatically create a contact in your PostGrid Print & Mail app. It simplifies your workflow, ensuring postal communications are sent to the most recent address logged in MyCase. This integration efficiently solves the problem of manually updating contact details across multiple platforms.

Stay organized and proactive with your contact management. When a person's information is added or updated within MyCase, this automation will automatically create a contact in your PostGrid Print & Mail app. It simplifies your workflow, ensuring postal communications are sent to the most recent address logged in MyCase. This integration efficiently solves the problem of manually updating contact details across multiple platforms.

  1. When this happens...
    MyCaseMyCase
    Person Added or Updated

    Triggers when a person has been added/updated.

    TriggerInstant
  2. automatically do this!
    PostGrid Print & MailPostGrid Print & Mail
    Create Contact

    Creates a contact in PostGrid.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • NameRequired

    • Case Number

    • Opened Date

    • Case Stage

    • Practice Area

    • Description

    • Sol Date

    • Status

    • Billing Contact

    • People

    • Companies

    • Staff

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Called AtRequired

    • Caller Phone NumberRequired

    • MessageRequired

    • ResolvedRequired

    • Call Type

    • Call ForRequired

    • CallerRequired

    Action
    Write
    • MyCase Case To UpdateRequired

    • Name

    • Case Number

    • Opened Date

    • Case Stage

    • Practice Area

    • Description

    • Sol Date

    • Status

    • Billing Contact

    • People

    • Companies

    • Staff

    Action
    Write
mycase logo
mycase logo

About MyCase

MyCase is legal case management software for unparalleled productivity.
Learn moreHelp

Related categories

  • Productivity
postgrid-print-mail logo
postgrid-print-mail logo

About PostGrid Print & Mail

PostGrid's Print & Mail REST API allows you to send personalized letters, checks, or postcards on demand and at scale.
Help

Related categories

  • Marketing Automation

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