Build Mail Automations With
The Tools You Use
Automatically send scanned mail to your accounting software, CRM, document
storage, and internal workflows.
From Manual Mail Handling to Automated Workflows
Without integrations
- Mail is downloaded and forwarded between teams
- Documents are uploaded manually into internal systems
- Checks wait in inboxes before being processed
- Compliance documents are stored inconsistently
With US Global Mail integrations
- Mail is routed automatically to the right tools
- Documents are categorized and stored instantly
- Checks move directly into accounting workflows
- Records are synced across secure systems
Integrate with 2,000+ Tools for Your Business
Browse popular integrations and connect your mail operations to existing workflows
When a check is received
Notify in Slack
When mail arrives
Upload to Google Drive
When mail arrives
Create task in Trello
When mail arrives
Send doc to Salesforce
Build Custom Mail Automation with Webhooks
Access mail data, scan events, and document files through our virtual mailbox API to build custom
workflows and integrations.
Batch exports
Easily export large volumes of mail data, scans, and metadata for reporting, backups, or external processing.
Real-time Webhooks
Get instant notifications when new mail arrives, scans complete, or documents are uploaded. Push events directly to your internal systems.
Custom webhook configurations
Define custom triggers and control which mail events are sent to your systems — exactly when you need them.
Advanced integrations
Connect USGM with your internal tools, ERPs, and workflows to fully automate your digital mailroom.
Automation Rules Engine
Create rules to automatically route and process incoming mail with intelligent
workflows and real-time notifications
Without integrations
Automatically identify and route important documents to the right departments and team members.
Financial Processing
Streamline check deposits and payment processing with automated workflows and tracking.
Team Notifications
Keep your team informed with instant alerts when critical mail arrives that requires immediate action.
Industry Use Cases
Built for teams across industries
Streamline property document workflows
- Lease document routing
- Rent check deposits
- Tax correspondence archiving
Stay on top of legal documents and deadlines
- Court notice alerts
- Client mail routing by case
- Secure document archiving
Simplify donor and administrative mail handling
- Donations and grant document routing
- Donor tracking & tax-deductible information
- Automated routing for tax letters
Keep client communication and documents organized
- Route client mail to the right team instantly
- Track important documents and deadlines
- Centralize records for easy access and compliance
Automate your mailbox
Compliance & Security
SOC 2 Type II Certified
Third-party audited security controls and compliance standards.
SOC 2 Type II Certified
Third-party audited security controls and compliance standards.
SOC 2 Type II Certified
Third-party audited security controls and compliance standards.
SOC 2 Type II Certified
Third-party audited security controls and compliance standards.
SOC 2 Type II Certified
Third-party audited security controls and compliance standards.
Frequently Asked Questions
Everything you need to know about the product and billing.
What tools and apps can I connect my mailbox to?
Through our Zapier integration, you can connect US Global Mail to 2,000+ apps including Google Drive, Dropbox, Slack, QuickBooks, Salesforce, Trello, Notion, and more. This means your scanned mail can flow directly into the tools your team already uses, with no manual downloading or re-uploading required.
How does the automation rules engine work?
Our rules engine lets you define triggers based on mail characteristics — sender, document type, keyword, or time of arrival — and automatically route each piece of mail to the right destination or team member. For example, you can create a rule that sends anything from the IRS straight to your accounting folder, or flags mail from a specific client as urgent and notifies a team member in Slack.
Do I need technical knowledge to set up automations?
No. Most automations are set up through our visual rules engine with no coding required. For teams that want deeper customization — like connecting to an internal ERP or building a fully automated digital mailroom — we also offer a webhooks API and developer documentation to build exactly what you need.
What is a webhook and how does US Global Mail use them?
A webhook is a real-time notification sent to your systems the moment a specific event occurs — like a new piece of mail arriving, a scan completing, or a document being uploaded. Instead of manually checking your mailbox, your internal tools receive the data instantly and can trigger their own workflows automatically. This is particularly useful for businesses processing high volumes of mail or checks on a tight schedule.
Can I automatically deposit checks without logging in every time?
Yes. You can set up a rule to automatically initiate check deposit whenever a check arrives in your mailbox. This is especially valuable for businesses that receive checks regularly like law firms collecting retainers, property managers collecting rent, or nonprofits receiving donor payments, where manual processing creates unnecessary delays.
Can different team members receive different mail automatically?
Yes. Our routing rules let you segment incoming mail by sender, document type, or any other criteria, and deliver each item to the right person or system automatically. A legal document goes to your counsel, a vendor invoice goes to accounts payable, and a client contract routes directly to your CRM — all without anyone touching a dashboard.
Is automated mail handling secure and compliant?
All mail processing takes place within our SOC 2 Type II certified infrastructure, and our platform supports HIPAA-compliant handling for protected health information. Automated workflows don’t bypass security; every document is still processed under the same encrypted, audited environment regardless of how it’s routed.
Got more questions?