Mark a deal milestone with a postcard
Make a meaningful milestone easier to acknowledge with a prepared physical postcard.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Postcard
Submits a postcard for paid printing and postal delivery; the mailing cannot be undone.
Why this helps
Remembering personal touches for active relationships is difficult when deal work spans many conversations and tasks.
- Give a relationship milestone a tangible follow-up.
- Keep the reason for the postcard attached to supplied Affinity context.
- Confirm artwork and delivery details before mailing.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Docupost once in Notis.
- 2Create an automation through Automations, New Automation, or by describing it to Notis in plain language.
- 3In one instruction, ask Notis to use the supplied deal milestone context and send the supplied postcard images to the confirmed recipient.
- 4Pick a webhook trigger and choose a channel for run reports.
- 5Test with one real milestone and confirm the recipient address and both image URLs.
Questions about this workflow
Does Affinity automatically detect a milestone for this workflow?
No Affinity trigger events are listed. A Notis webhook request starts the workflow with the milestone context.
Can it create postcard artwork?
The listed Docupost action needs front and back image URLs, so provide those assets before sending.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Docupost. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Docupost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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