60 available actions

What your AI agent can do in Postgrid

PostGrid provides APIs for automating direct mail and address verification services, enabling businesses to send letters, postcards, and checks, as well as verify and standardize addresses in real-time. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

  • Get ContactTool to retrieve a contact.
  • Get Return Envelope OrderTool to retrieve a specific return envelope order.
  • Create ContactTool to create a new contact in PostGrid.
  • Create Return Envelope OrderTool to create a batch order of return envelopes to be printed and delivered.
  • Update TemplateTool to update an existing mail template in PostGrid.
  • Update TrackerTool to update an existing tracker's redirect URL template and/or expiration settings.

Browse all 60 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 29 actionsHide actions
  • Get Bank AccountTool to retrieve a bank account.
  • Get BoxTool to retrieve a specific box order by ID.
  • Get ChequeTool to retrieve a specific cheque by ID.
  • Get ContactTool to retrieve a contact.
  • Get LetterTool to retrieve a letter.
  • Get PostcardTool to retrieve a specific postcard by ID.
  • Get Return EnvelopeTool to retrieve a return envelope.
  • Get Return Envelope OrderTool to retrieve a specific return envelope order.
  • Get TemplateTool to retrieve a template.
  • Get TrackerTool to retrieve a tracker.
  • Get WebhookTool to retrieve details of a specific webhook by its ID.
  • List Bank AccountsTool to list bank accounts.
  • List Box OrdersTool to list box orders.
  • List ChequesTool to list cheques with optional filters and pagination.
  • List ContactsTool to list contacts.
  • List Webhook EventsTool to retrieve a list of webhook events with optional pagination.
  • List LettersTool to list letters.
  • List Postal StatementsTool to list all postal statements for billing and tracking purposes.
  • List PostcardsTool to retrieve a list of postcards with optional filtering and pagination.
  • List Return Envelope OrdersTool to list all return envelope orders for a specific return envelope.
  • List Return EnvelopesTool to list return envelopes.
  • List Self-MailersTool to list self-mailers.
  • List Sub-OrganizationsTool to list sub-organizations.
  • List Template Editor SessionsTool to list template editor sessions.
  • List TemplatesTool to list templates.
  • List TrackersTool to list all trackers.
  • List Tracker VisitsTool to list all visits for a tracker.
  • List Webhook InvocationsTool to list previous invocations of a webhook with response status codes.
  • List WebhooksTool to retrieve a list of configured webhooks with optional filtering and pagination.
Create & communicateCreate records or send supported messagesView 11 actionsHide actions
  • Create BoxTool to create a box mailing order for letters with plastic cards or cheques.
  • Create ChequeTool to create a cheque order for physical cheque mailing.
  • Create ContactTool to create a new contact in PostGrid.
  • Create LetterTool to create and send a letter via PostGrid.
  • Create PostcardTool to create and send a postcard via PostGrid.
  • Create Return EnvelopeTool to create a return envelope for mail recipients to respond.
  • Create Return Envelope OrderTool to create a batch order of return envelopes to be printed and delivered.
  • Create TemplateTool to create a new mail template in PostGrid.
  • Create Template Editor SessionTool to create a template editor session for interactive template editing.
  • Create TrackerTool to create a tracker for monitoring mail delivery status via URL tracking.
  • Create WebhookTool to create a new webhook to receive order event notifications.
Update & manageChange and manage existing recordsView 3 actionsHide actions
  • Update TemplateTool to update an existing mail template in PostGrid.
  • Update TrackerTool to update an existing tracker's redirect URL template and/or expiration settings.
  • Update WebhookTool to update an existing webhook configuration.
Remove & cancelRemove records or cancel supported workView 12 actionsHide actions
  • Cancel BoxTool to cancel a box order by its ID.
  • Cancel ChequeTool to cancel a cheque order by its ID.
  • Cancel Cheque with NoteTool to cancel a cheque order with a cancellation note.
  • Cancel PostcardTool to cancel a postcard order.
  • Cancel Postcard With NoteTool to cancel a postcard order with an optional cancellation note.
  • Cancel Return Envelope OrderTool to cancel a return envelope order.
  • Delete Bank AccountTool to delete a bank account by its ID.
  • Delete ContactTool to delete a contact by its ID.
  • Delete TemplateTool to delete a template by its ID.
  • Delete Template Editor SessionTool to delete a template editor session by its ID.
  • Delete TrackerTool to delete a tracker by its ID.
  • Delete WebhookTool to delete a webhook subscription.
Other actionsSpecialist and administrative actions.View 5 actionsHide actions
  • CREATE_BANK_ACCOUNTTool to create a new bank account for print & mail service.
  • Fill Test Return Envelope OrderTool to fill a test return envelope order for testing purposes.
  • Progress Test BoxTool to progress a test box through processing stages for webhook testing.
  • Progress Test ChequeTool to progress a test cheque through processing stages for webhook testing.
  • Progress Test PostcardTool to progress a test postcard through processing stages for webhook testing.

Connection record

A connection you can control.

Sign-in
Customer-managed key
Setup
Use a key you create and control. It is stored securely and limited to the work agreed for the role.
Boundaries
Only the approved role and actions.
Off switch
Revoke the connection from your account.

FAQ

Before you connect Postgrid

How does the agent connect to Postgrid?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in Postgrid?
The page above lists the 60 actions currently available through the Postgrid connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Postgrid included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Postgrid is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put Postgrid to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

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