Keep customer follow-up letters moving
Make a follow-up request easier to complete: check the address, use the approved PDF, and send only when the request says it is ready.
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
Customer follow-ups get delayed when the approved letter, correct address, and mailing confirmation are scattered across different steps.
- Keep the supplied approved PDF attached to the request.
- Check the customer mailing address before sending.
- Require explicit confirmation before physical mail is sent.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and Docupost in the Notis portal.
- 2Create an automation named Verified Customer Follow-Up Letter.
- 3Tell Notis to check the supplied customer address and send the supplied PDF only when the request confirms the follow-up is approved to mail.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real, approved customer follow-up request.
Questions about this workflow
How is this different from a general letter workflow?
It is intended for customer follow-up requests and should proceed only when the request identifies the follow-up as approved to mail. It uses the same supported address check and Docupost letter action.
Does it decide which customers need follow-up?
No. A webhook request must identify the follow-up and provide the recipient, address, approved PDF URL, and mailing confirmation.
Does Docupost report delivery status in this workflow?
The listed action sends a letter. Delivery tracking is described as a Docupost capability, but no delivery-status action event is provided here.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Docupost. A trigger fires from one place; an action lands in another.
Addressfinder 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.
Addressfinder and Docupost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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