Turn a Qualified Lead into a Thoughtful Proposal Mailing
When a researched prospect is ready for a more personal follow-up, ask Notis to prepare a letter using your approved proposal and the confirmed mailing details.
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
Promising prospects can lose momentum while you gather contact details, prepare a proposal, and arrange a physical mailing.
- Move from lead research to a tangible follow-up with less context switching.
- Use only a proposal document and recipient details you have confirmed.
- Keep a clear run report of the mailing attempt.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Docupost once in the Notis portal.
- 2Create an automation by telling Notis the outcome you want, in the portal or from any channel.
- 3In one instruction, say how to identify a qualified lead and which approved proposal PDF to use.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real lead after confirming the recipient address and document.
Questions about this workflow
Does Aeroleads automatically trigger this workflow when a lead qualifies?
Aeroleads trigger events are not available here. A Notis webhook starts the workflow when an HTTP request reaches it; use a process you control to send that request when appropriate.
Will the letter be sent without checking the details?
The instruction should require confirmation of the recipient, mailing address, sender details, and proposal PDF before sending.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Docupost. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Docupost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docupost.