Mail an Approved Proposal After a WhatsApp Confirmation
Once a prospect confirms they need a mailed copy, turn the conversation into a clear, documented mailing step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
A verbal request for a paper copy is easy to forget among sales conversations and follow-ups.
- Capture the paper-copy request while it is fresh.
- Use the approved PDF and confirmed mailing details.
- Keep a run report for follow-up.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Docupost once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language.
- 3In one instruction, ask Notis to mail the approved proposal PDF only after the recipient, sender, and address are confirmed in the webhook request.
- 4Choose the notis_webhook trigger and where run reports should go.
- 5Test with one real request and approved proposal PDF.
Questions about this workflow
Does the workflow draft or approve the proposal?
No. It sends the supplied PDF. Prepare and approve the document before the webhook request starts the workflow.
What if the prospect has not confirmed their mailing address?
Wait to start the workflow until the address is confirmed. The letter action requires recipient details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Docupost. A trigger fires from one place; an action lands in another.
2chat 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.
2chat and Docupost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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