Automate your physical invoices with Click2Mail
Swiftask connects your billing system to Click2Mail. Your invoices are generated and mailed automatically, with zero human intervention.
Result:
Eliminate printing and mailing tasks. Boost efficiency and shorten payment cycles.
AI Agents
click2mail
Connector click2mail · Secure OAuth 2.0
Manual mail management slows down your accounting
For many businesses, sending invoices by mail remains a heavy manual task. Printing, folding, stuffing, stamping: these processes consume valuable time and introduce human error risks.
Main negative impacts:
High operational costs
The time your team spends preparing physical mail represents a significant hidden cost for your company.
Mailing error risks
Manual handling increases the risk of sending the wrong invoice to the wrong client, impacting your professionalism.
Delayed payment cycles
Manual processing time delays invoice dispatch, which mechanically pushes back your accounts receivable.
Swiftask automates the entire chain. As soon as an invoice is validated in your system, our AI agent transmits the data to Click2Mail for immediate printing and mailing.
BEFORE / AFTER
What changes with Swiftask
Traditional manual process
Your accountant generates a PDF, prints it, folds it, puts it in an envelope, adds a label, and heads to the post office. It's a daily waste of time.
Swiftask automated workflow
The invoice is validated. Swiftask instantly sends the secure data to Click2Mail. The document is printed and mailed the same day, without any manual effort.
Deploy your mailing automation in 4 phases
1
STEP 1 : Configure your Swiftask agent
Create a dedicated billing agent in Swiftask. Set it to monitor your new accounting documents.
2
STEP 2 : Connect your Click2Mail account
Integrate your Click2Mail credentials into Swiftask. The link is direct and highly secure.
3
STEP 3 : Define mailing rules
Set conditions: paper type, mailing options, and specific triggers for each client.
4
STEP 4 : Centralized steering and tracking
Oversee every mailing from your Swiftask dashboard. Receive notifications for success or anomalies.
Advanced features for your mailings
The agent analyzes your invoice formats to ensure perfect layout during physical printing via Click2Mail APIs.
- Target connector: The agent performs the right actions in click2mail based on event context.
- Automated actions: Automatic PDF invoice sending. Certified mail support. Custom mailing options. Seamless ERP integration. Full logging of every postal mailing.
- Native governance: Swiftask ensures perfect synchronization between your management software and Click2Mail's mailing infrastructure.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-click2mail@swiftask.ai ). You keep full visibility on every action and every sent message.
Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.
Why choose Swiftask automation
Massive time savings
Free your team from repetitive administrative tasks related to postal mail.
Increased reliability
Automation ensures every invoice is handled identically and compliantly.
Improved cash flow
Immediate dispatch after validation accelerates your client payments.
Unlimited scalability
Whether you have 10 or 10,000 invoices, the process remains smooth and effortless.
Total transparency
Track the status of every mailing directly from Swiftask.
Security and data privacy
Swiftask applies enterprise-grade security standards for your click2mail automations.
- Encrypted transmission: Your billing data is transmitted to Click2Mail via secure, encrypted channels.
- GDPR compliance: We guarantee secure processing of your client data in accordance with current standards.
- Auditability: Every mailing is tracked in Swiftask, providing a full history for your audits.
- Access control: You precisely define access rights to agent configuration.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Performance metrics
| Metric | Before | After |
|---|---|---|
| Processing time per invoice | 10-15 minutes | 0 seconds (automated) |
| Mailing errors | Several per month | Near zero |
| Billing delay | Batch processing (weekly) | Real-time |
Take action with click2mail
Eliminate printing and mailing tasks. Boost efficiency and shorten payment cycles.