Make Prospect Postcards a Consistent Follow-up
Use a recurring review to surface researched prospects for a postcard, then send only after the address and design are approved.
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
A handwritten-feeling follow-up can be easy to postpone when prospect research and mailing preparation live in separate tools.
- Create a dependable review point for prospects who merit direct mail.
- Keep postcard sends contingent on approved contact and design details.
- Use research already gathered in Aeroleads to reduce manual lookup.
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.
- 3Describe which prospects to review, how to verify addresses, and which approved front and back images to use.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real prospect after confirming the recipient address and postcard design URLs.
Questions about this workflow
Can the schedule decide which prospects should get a postcard?
Notis can review returned Aeroleads data against criteria you provide. Any missing qualification history or decision context must be supplied by you.
Does the schedule send a postcard automatically?
Your instruction should state whether to seek approval before sending. Docupost requires recipient details and front and back image URLs.
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.