Send annual customer statement letters
Complete annual customer communication with one dependable mailing routine.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send Letter
Tool to send a letter via u.s. mail with specified recipient, sender, and pdf. use after confirming recipient and document details. example: send letter(to name='john doe', to address='123 main st, ...', file url='https://...')
Why this helps
Annual statements are easy to overlook when the process only happens once a year.
- Create a once-a-year process you can reuse
- Mail the supplied statement PDF
- Receive a run report after processing
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Docupost in Notis once.
- 2Create an automation named Annual customer statements.
- 3Tell Notis to check each supplied statement PDF and confirmed mailing address before sending.
- 4Pick the annual cron trigger and report channel.
- 5Test with one real statement.
Questions about this workflow
Can this run once each year?
Yes. Configure an annual recurring cron schedule in Notis.
Can one run include several customers?
Yes, if each statement and recipient detail is supplied for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Docupost. A trigger fires from one place; an action lands in another.
0CodeKit triggers
Docupost actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Send Letter
Tool to send a letter via u.s. mail with specified recipient, sender, and pdf. use after confirming recipient and document details. example: send letter(to name='john doe', to address='123 main st, ...', file url='https://...')
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Send Postcard
Tool to send a postcard via u.s. mail with specified recipient, sender, and front/back images. use after confirming recipient addresses and design urls. example: send postcard(to name='john doe', ..., front image='https://...', back image='https://...')
Connect any two apps with Notis in the middle.
0CodeKit and Docupost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docupost.