Send Postcards for Customer Milestones
Make customer milestones easier to notice with a scheduled review and a prepared postcard for selected customers.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send Postcard
Submits a postcard for paid printing and postal delivery; the mailing cannot be undone.
Why this helps
Customer anniversaries and other milestones can pass unnoticed when there is no dedicated review routine.
- Create a recurring moment to review milestone information.
- Give selected customers a physical acknowledgment.
- Use prepared artwork and confirmed addresses.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Docupost once in the Notis portal.
- 2Create an automation and describe which customer milestones merit a postcard.
- 3Choose a recurring schedule trigger and specify the criteria in your instruction.
- 4Choose where run reports should go.
- 5Test with one real milestone and confirm the address, sender details, and front and back images.
Questions about this workflow
What triggers the workflow?
A recurring Notis schedule. No ActiveCampaign trigger events are listed.
What if milestone dates are not in ActiveCampaign?
Supply the dates through your process or omit this workflow. Notis should not assume unavailable history.
What does the postcard action require?
Confirmed recipient and sender details and front and back image URLs.
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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