CRM Snail Mail (PostGrid)

CRM Snail Mail via PostGrid

Use this skill to run targeted direct-mail outreach from CRM contacts.

Workflow

1. Pick source: ghl, fub, or pre-exported contact JSON.
2. Pull and normalize contacts into a common schema.
3. Filter to records with mailable addresses.
4. Build personalized message content.
5. Submit jobs to PostGrid (letters or postcards) with dry-run available.
6. Return send summary with success/failure per contact.

Script

• scripts/crm_postgrid_mailer.py Purpose: Pull contacts from GHL/FUB (or load from JSON), normalize fields, render templates, and send to PostGrid.
• scripts/postgrid_api.py Purpose: Full PostGrid API utility with broad endpoint catalog and call-raw fallback for any documented endpoint.

Environment Variables

• GHL_API_KEY: GHL API key/token.
• GHL_BASE_URL (optional): defaults to https://services.leadconnectorhq.com.
• FUB_API_KEY: Follow Up Boss API key.
• FUB_BASE_URL (optional): defaults to https://api.followupboss.com/v1.
• POSTGRID_API_KEY: PostGrid API key.
• POSTGRID_BASE_URL (optional): defaults to https://api.postgrid.com/print-mail/v1.

Typical Commands

List full PostGrid endpoint catalog included in this skill:

python3 scripts/postgrid_api.py list-endpoints

Call a cataloged PostGrid endpoint:

python3 scripts/postgrid_api.py call contacts.list

Call any PostGrid endpoint directly (full docs coverage fallback):

python3 scripts/postgrid_api.py call-raw GET /letters \
  --base-url https://api.postgrid.com/print-mail/v1

Normalize contacts from FUB to JSON:

python3 scripts/crm_postgrid_mailer.py fetch \
  --provider fub \
  --limit 200 \
  --output /tmp/fub_contacts_normalized.json

Normalize contacts from GHL to JSON:

python3 scripts/crm_postgrid_mailer.py fetch \
  --provider ghl \
  --location-id "$GHL_LOCATION_ID" \
  --limit 200 \
  --output /tmp/ghl_contacts_normalized.json

Dry-run PostGrid payload generation:

python3 scripts/crm_postgrid_mailer.py send \
  --contacts-file /tmp/ghl_contacts_normalized.json \
  --from-json-file references/example_sender_us.json \
  --html-template-file references/example_letter_template.html \
  --mail-route letters \
  --dry-run

Fetch + send in one command:

python3 scripts/crm_postgrid_mailer.py run \
  --provider fub \
  --limit 100 \
  --from-json-file references/example_sender_us.json \
  --html-template-file references/example_letter_template.html \
  --mail-route letters \
  --output /tmp/mail_send_summary.json

Send one ad-hoc mailer from raw address + content:

python3 scripts/crm_postgrid_mailer.py one-off \
  --to-name "Jane Seller" \
  --to-address1 "742 Evergreen Terrace" \
  --to-city "Springfield" \
  --to-state "IL" \
  --to-postal-code "62704" \
  --from-json-file references/example_sender_us.json \
  --content-text "Hi Jane,\n\nI'd love to send you a fresh home valuation this week.\n\nBest,\nDaniel" \
  --mail-route letters \
  --dry-run

Use JSON exported by another GHL/FUB skill:

python3 scripts/crm_postgrid_mailer.py run \
  --contacts-file /tmp/contacts_from_other_skill.json \
  --from-json-file references/example_sender_us.json \
  --html-template-file references/example_letter_template.html \
  --mail-route letters

Data Contract

Normalized contact shape:

• id
• first_name
• last_name
• full_name
• email
• phone
• address1
• address2
• city
• state
• postal_code
• country
• tags
• raw

Contacts missing address1, city, state, or postal_code are skipped by default.

Integration Notes

• If dedicated GHL/FUB skills exist and already return contact JSON, pass that file with --contacts-file and skip API pulling.
• If APIs change, adjust mapping candidates in scripts/crm_postgrid_mailer.py instead of rewriting workflow.
• Use --postgrid-route when account-specific PostGrid routes differ from defaults.

PostGrid Safety

• Start with --dry-run to inspect generated payloads.
• Keep --max-send during first live run (for example --max-send 10).
• Include clear campaign metadata using --description.

See references/postgrid-notes.md for route/header assumptions and override strategy.