Send a Prepared Deal Follow-Up by Mail
When a deal calls for a physical follow-up, use a webhook to start a Docupost send with the PDF your team has prepared.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Letter
Submits a letter for paid printing and postal delivery; the mailing cannot be undone.
Why this helps
Preparing and mailing a proposal can get lost between CRM updates, document review, and the next sales conversation.
- Put a prepared deal document into a physical mailing workflow.
- Keep document review with your team before the send.
- Start the task from a webhook in your existing process.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Docupost once in the Notis portal.
- 2Create an automation and describe the deal follow-up letter outcome.
- 3Choose a webhook trigger and arrange for your process to send it when a follow-up is ready.
- 4Choose where run reports should go.
- 5Test with one real deal and verify the recipient, sender, and approved PDF URL.
Questions about this workflow
Can this send any proposal automatically?
Only send a PDF that your team has prepared and approved, with confirmed recipient and sender details.
How does a deal start the workflow?
Your process sends an HTTP request to the Notis webhook. No native ActiveCampaign trigger is listed.
Does the workflow generate a proposal?
No proposal-generation action is listed. Supply the PDF URL for the Docupost send.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Docupost. A trigger fires from one place; an action lands in another.
Active campaign triggers
Docupost actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Send Letter
Submits a letter for paid printing and postal delivery; the mailing cannot be undone.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Account Balance
Returns the connected account’s numeric balance.
Send Postcard
Submits a postcard for paid printing and postal delivery; the mailing cannot be undone.
Connect any two apps with Notis in the middle.
Active campaign and Docupost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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