Send a Prepared Payment Reminder Letter
When a mailed reminder is appropriate, let your process send a webhook to start a Docupost letter using an approved PDF.
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
Payment follow-up requires attention to timing and recipient details, making a separate mailing task easy to miss.
- Move a selected reminder into a physical mail workflow.
- Keep the payment language in a reviewed PDF.
- Start from a webhook signal 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 when to send the prepared reminder letter.
- 3Choose a webhook trigger and arrange for your process to send it for an approved reminder.
- 4Choose where run reports should go.
- 5Test with one real reminder and confirm recipient, sender, and PDF details.
Questions about this workflow
Does the workflow determine whether payment is overdue?
No payment or deal trigger event is listed. Your process must determine when a reminder is appropriate and send the webhook.
Does Docupost create the reminder notice?
No. The listed action sends a supplied PDF. Review the notice before the send.
What should I verify?
Confirm recipient and sender details and the PDF URL before sending.
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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