Send quarterly referral thank-you postcards
Keep referral relationships warm with a physical thank-you every quarter.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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://...')
Why this helps
Referral gratitude gets delayed when it is treated as an occasional manual task.
- Create a repeatable referral appreciation habit
- Use one approved postcard design
- Keep delivery work visible in reports
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Docupost in Notis once.
- 2Create an automation named Quarterly referral thanks.
- 3Tell Notis to review the referral list and postcard images, confirm addresses, and send each postcard.
- 4Pick the quarterly cron trigger and report channel.
- 5Test with one referral partner.
Questions about this workflow
Can this run every quarter?
Yes. Select a quarterly recurring cron schedule.
What if a referral address changed?
Update or confirm the address in the supplied request before sending.
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
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No card. Works with personal or business Docupost.