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.
- When this happens...Person Added or Updated
Triggers when a person has been added/updated.
- automatically do this!Create Contact
Creates a contact in PostGrid.
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