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How Zapier works
Zapier makes it easy to integrate kvCORE with PostGrid Print & Mail - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Campaign Action" from kvCORE.
Add your action
An action happens after the trigger—such as "Create Cheque" in PostGrid Print & Mail.
You’re connected!
Zapier seamlessly connects kvCORE and PostGrid Print & Mail, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Campaign Zap IDRequired
Try ItTriggerInstant- First Name
- Lead Type
- Last Name
- Email
- Cell Phone 1
- Cell Phone 2
- Lead Status
- Form or Capture Method
- Source
- Secondary Source
- Date Registered
- Interested in City
- Interested in Price
- Interested in MLS#
- Primary Address - Street
- Primary Address - City
- Primary Address - State/Province
- Primary Address - Zip/Postal
- Assign to Agent Email
- Note
- Assign to Agent ID
- Tags (Multiple)
ActionWrite- New Cheque
Triggers when a new cheque is created.
Try ItTriggerPolling - New Postcard
Triggers when a new postcard is created.
Try ItTriggerPolling
- New Lead
Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
Try ItTriggerInstant - Email
- First Name
- Last Name
- Primary Address - Street
- Primary Address - City
- Primary Address - State/Province
- Primary Address - Zip/Postal
- Note
- Logged Call Type
- Logged Call Resoluton
- Logged Call Note
ActionWrite- New Letter
Triggers when a new letter is created.
Try ItTriggerPolling - Recipient First Name
- Recipient Last Name
- Recipient Company Name
- Recipient AddressRequired
- Recipient Address 2
- Recipient City
- Recipient Province or State
- Recipient Postal or ZIP Code
- Recipient CountryRequired
- Sender First Name
- Sender Last Name
- Sender Company Name
- Sender AddressRequired
- Sender Address 2
- Sender City
- Sender Province or State
- Sender Postal or ZIP Code
- Sender CountryRequired
- Description
- Bank AccountRequired
- Cheque Number
- AmountRequired
- Memo
- Message
- Letter PDF URL
- Letter HTML
- Letter Size
- Currency Code
- Mailing Class
- Send Date
ActionWrite
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