Integration

Connect Expiration Reminder to Lob

When something happens in Expiration Reminder, your agent does the next thing in Lob. Describe it in plain language and the automation is built, tested on every branch and kept running.

Expiration Reminder3 triggersExpiration Reminder15 actionsLob40 actions

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Everything your agent can do with Expiration Reminder and Lob

Triggers and actions 3 triggers · 55 actions

Trigger
New Contact
Triggered when a new contact is added to your Expiration Reminder account.
Trigger
New Expiration Item
Triggered when a new expiration item is added to your Expiration Reminder account.
Trigger
Status Changed Expiration Item
Triggered when an expiration item's status changes in Expiration Reminder — for example when it moves from active to expiring or expired.
Action
Add Location
Creates a location in Expiration Reminder, optionally nested under a parent location and assigned to a team. Any custom fields defined on locations in your account can be set too. Returns the created location.
Action
Create Contact
Creates a contact in Expiration Reminder with their email, contact details, type, location and team, plus any custom fields defined on contacts in your account. Returns the created contact.
Action
Create Expiration Item
Creates an expiration item in Expiration Reminder with its name and expiration date, optionally attaching contacts, locations, tags, a category and an assignee, plus any custom fields defined in your account. Returns the created item.
Action
Create Expiration Item for Contact
Creates an expiration item in Expiration Reminder and attaches it to a specific contact, with its name, expiration date and category, plus any custom fields defined in your account. Returns the created item.
Action
Delete Contact
Deletes a contact from Expiration Reminder. Returns the contact record that was deleted.
Action
Delete Expiration Item
Deletes an expiration item from Expiration Reminder. Returns the item record after deletion.
Action
Find Contact
Returns the Expiration Reminder contacts matching a search term or an exact email address, with the total number of matches.
Action
Find Expiration
Returns the Expiration Reminder expiration items matching a search term and status, with the total number of matches.
Action
Get Contact
Returns a single Expiration Reminder contact by its id, including their contact details, assignment, location and every custom field stored on them.
Action
Get Expiration Item
Returns a single Expiration Reminder expiration item by its id, including its category, contacts, locations, tags, attachments and every custom field stored on it.
Action
List Contacts
Returns the contacts in your Expiration Reminder account, with the total number of contacts.
Action
List Expiration Items
Returns the expiration items in your Expiration Reminder account, optionally limited to one status, with the total number of items.
Action
List Locations
Returns the locations in your Expiration Reminder account, with the total number of locations.
Action
Renew Expiration
Renews an Expiration Reminder expiration item by moving it to a new expiration date. Returns the renewed item.
Action
Update Expiration Item
Updates an existing Expiration Reminder expiration item. Fields you leave blank are left unchanged; custom fields defined in your account can be set too. Returns the updated item.
Action
Autocomplete US Address
Suggests complete US street addresses from the first part of one a person has typed, so an address field can autocomplete as they type.
Action
Bulk Verify International Addresses
Checks a batch of non-US addresses at once and returns each one standardized, with whether it is deliverable.
Action
Cancel Check
Cancels a check in Lob so it is not mailed. Only works while the check is still in the pre-print window.
Action
Cancel Letter
Cancels a letter in Lob so it is not mailed. Only works while the letter is still in the pre-print window.
Action
Cancel Postcard
Cancels a postcard in Lob so it is not mailed. Only works while the postcard is still in the pre-print window.
Action
Create Address
Saves an address in your Lob address book so you can reuse it as a sender or recipient on later mailings.
Action
Create Bank Account
Saves a bank account in Lob so you can send checks from it. Returns the new bank account's ID and whether it has been verified yet.
Action
Create Template
Saves a reusable HTML template in Lob that letters, postcards and checks can be built from. Returns the new template's ID and its published version.
Action
Delete Address
Deletes a saved address from Lob. Returns the deleted address's ID.
Action
Delete Bank Account
Deletes a saved bank account from Lob. Returns the deleted bank account's ID.
Action
Delete Template
Deletes an HTML template from Lob. Returns the deleted template's ID.
Action
Get Address
Returns one saved address from Lob by its ID, including the recipient details and any name/value pairs stored on it.
Action
Get Bank Account
Returns one saved bank account from Lob by its ID, including whether it has been verified.
Action
Get Check
Returns one check from Lob by its ID, including its amount, status and delivery tracking events.
Action
Get Letter
Returns one letter from Lob by its ID, including its status, addresses and delivery tracking events.
Action
Get Postcard
Returns one postcard from Lob by its ID, including its status, addresses and delivery tracking events.
Action
Get Template
Returns one HTML template from Lob by its ID, including its published version and version history.
Action
List Addresses
Returns the saved addresses in your Lob address book, newest first, with cursors for paging through more.
Action
List Bank Accounts
Returns the bank accounts saved in your Lob account, newest first, with cursors for paging through more.
Action
List Booklets
Returns the booklets you have created in Lob, newest first, with cursors for paging through more.
Action
List Campaigns
Returns the direct-mail campaigns in your Lob account, newest first, with cursors for paging through more.
Action
List Checks
Returns the checks you have sent through Lob, newest first, with cursors for paging through more.
Action
List Informed Delivery Campaigns
Returns the USPS Informed Delivery campaigns in your Lob account, newest first, with cursors for paging through more.
Action
List Letters
Returns the letters you have sent through Lob, newest first, with cursors for paging through more.
Action
List Postcards
Returns the postcards you have sent through Lob, newest first, with cursors for paging through more.
Action
List QR Code Analytics
Returns the QR code scans recorded on your Lob mailpieces — who scanned, when, and how many times — plus the overall scan total.
Action
List Snap Packs
Returns the snap packs you have sent through Lob, newest first, with cursors for paging through more.
Action
List Templates
Returns the saved HTML templates in your Lob account, newest first, with cursors for paging through more.
Action
List Uploads
Returns the recipient-list uploads in your Lob account, optionally narrowed to one campaign.
Action
Look Up ZIP Code
Looks up a US ZIP code and returns the cities, states and counties it covers, plus the USPS ZIP code type.
Action
Reverse Geocode Lookup
Takes a latitude and longitude and returns the nearest US ZIP codes with their city, state and distance from that point.
Action
Send Check
Prints and mails a physical check drawn on your Lob bank account to the recipient address you name.
Action
Send Letter
Prints and mails a letter to the recipient address you name, from a PDF, an HTML body, or a saved Lob template.
Action
Send Postcard
Prints and mails a postcard to the recipient address you name, using front and back artwork from a URL, HTML, or a saved Lob template.
Action
Update Template
Changes an existing Lob HTML template - its description, or which saved version is the live one. Anything you leave blank is left as it was.
Action
Validate Recipient Identity
Checks whether a person or company name is actually associated with a US address, and returns a confidence level and match score.
Action
Verify Bank Account
Confirms a Lob bank account by submitting the two micro-deposit amounts, so the account can be used to send checks.
Action
Verify International Address
Checks a non-US address, standardizes it, and tells you whether mail sent there is likely to be delivered.
Action
Verify Single Line US Address
Checks a US address given as one single line, standardizes it, and tells you whether mail sent there is deliverable.
Action
Verify US Address
Checks a US address, standardizes it to USPS format, and tells you whether mail sent there is deliverable.

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The other way round: Lob to Expiration Reminder