Follow Up Boss + PostGrid Print & Mail

Follow Up Boss + PostGrid Print & Mail integrations

Create letters in PostGrid Print & Mail when new tags are added to contacts in Follow Up Boss

When you add a tag to a contact in Follow Up Boss, this automation ensures immediate engagement by creating a personalized letter in PostGrid Print & Mail. This workflow keeps your customer communication consistent, reduces manual work, and ensures no contact is left unattended. It's perfect for businesses looking to streamline their customer outreach process and maintain a high level of personalized interaction.

When this happens...
Tag Added to ContactFires when a tag is added to a contact in Follow Up Boss.
TriggerInstant
automatically do this!
Create LetterCreates a Letter.
ActionWrite

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More things you can do with Follow Up Boss and PostGrid Print & Mail

Discover other triggers and actions you can use with Follow Up Boss and PostGrid Print & Mail

New Appointment
Fires when a new appointment is created in Follow Up Boss.
Trigger
Instant
Try It
- Pipeline name
- Stage name
Trigger
Instant
Try It
- Stage name
Trigger
Instant
Try It
- Contact Phone, Email, or ID
  Required
- Team Member(s)
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
Action
Write

- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Price
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
Action
Write
- Contact Phone, Email, or ID
  Required
- Message
  Required
- Subject
- Message is HTML
Action
Write

- Contact Phone, Email, or ID
  Required
- Phone Number
  Required
- Type
  Required
- Note
- Call Duration
Action
Write
- Contact Phone, Email, or ID
  Required
- Team Member
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
New Cheque
Triggers when a new cheque is created.
Trigger
Polling
Try It
New Postcard
Triggers when a new postcard is created.
Trigger
Polling
Try It
- Description
- First Name
- Last Name
- Company Name
- Job Title
- Email
- Phone Number
- Address Line 1
  Required
- Address Line 2
- City
- Province or State
- Postal or ZIP Code
- Country Code
  Required
Action
Write
- Recipient First Name
- Recipient Last Name
- Recipient Company Name
- Recipient Address
  Required
- Recipient Address 2
- Recipient City
- Recipient Province or State
- Recipient Postal or ZIP Code
- Recipient Country
  Required
- Sender First Name
- Sender Last Name
- Sender Company Name
- Sender Address
- Sender Address 2
- Sender City
- Sender Province or State
- Sender Postal or ZIP Code
- Sender Country
- Description
- Size
  Required
- Front HTML
- Back HTML
- PDF URL
- Mailing Class
- Send Date
- Metadata
Action
Write

New Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant
Try It
New Contact
Fires when a new contact is created in Follow Up Boss.
Trigger
Instant
Try It
- Tag name
  Required
Trigger
Instant
Try It
- Contact Phone, Email, or ID
  Required
- Tag(s)
  Required
Action
Write
- Contact Phone, Email, or ID
  Required
- Stage
  Required
Action
Write
- Contact Phone, Email, or ID
  Required
- Name
  Required
- Pipeline
  Required
- Stage
  Required
- Team Member(s)
  Required
- Description
- Price
- Commission
- Projected Close Date
Action
Write
- Contact Phone, Email, or ID
  Required
- Name
  Required
- Type
  Required
- Assigned To
  Required
- Due
- Is Completed
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
Action
Write
- Event Type
  Required
- Message
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
- Street Address
- City
- State/Province
- Zip/Postal Code
- MLS Number
- Price
- Is for Rent?
- URL
- Type
- Bedrooms
- Bathrooms
- Area
- Lot Size
- Source
- Medium
- Term
- Content
- Campaign
Action
Write
- Contact Phone, Email, or ID
  Required
Action
Search
New Letter
Triggers when a new letter is created.
Trigger
Polling
Try It
- Recipient First Name
- Recipient Last Name
- Recipient Company Name
- Recipient Address
  Required
- Recipient Address 2
- Recipient City
- Recipient Province or State
- Recipient Postal or ZIP Code
- Recipient Country
  Required
- Sender First Name
- Sender Last Name
- Sender Company Name
- Sender Address
  Required
- Sender Address 2
- Sender City
- Sender Province or State
- Sender Postal or ZIP Code
- Sender Country
  Required
- Description
- Bank Account
  Required
- Cheque Number
- Amount
  Required
- Memo
- Message
- Letter PDF URL
- Letter HTML
- Letter Size
- Currency Code
- Mailing Class
- Send Date
Action
Write
- Recipient First Name
- Recipient Last Name
- Recipient Company Name
- Recipient Address
  Required
- Recipient Address 2
- Recipient City
- Recipient Province or State
- Recipient Postal or ZIP Code
- Recipient Country
  Required
- Sender First Name
- Sender Last Name
- Sender Company Name
- Sender Address
  Required
- Sender Address 2
- Sender City
- Sender Province or State
- Sender Postal or ZIP Code
- Sender Country
  Required
- HTML
- PDF URL
- Return Envelope
- Envelope
  Required
- Address Placement
- Color
  Required
- Double sided
  Required
- Letter Size
- Extra Service
- Mailing Class
- Perforate First Page
- Send Date
- Description
- Metadata
Action
Write

About Follow Up Boss

Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.

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CRM (Customer Relationship Management)

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About PostGrid Print & Mail

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

HelpHelp

Related categories

Marketing Automation

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Zapier Forms

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Related Zap Templates

Generate postcards in PostGrid Print & Mail when new tags are added to contacts in Follow Up Boss

Create new contacts in PostGrid Print & Mail when new tags are added to contacts in Follow Up Boss