Keep investor relationships warm with postcards
Make a personal touch easier to follow through on, without losing track of the deal context behind it.
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
Relationship maintenance often competes with urgent work, so thoughtful but non-urgent follow-ups get delayed.
- Reduce the steps between deciding to reach out and mailing a postcard.
- Preserve supplied relationship context for the request.
- Confirm addresses and artwork before dispatch.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Docupost once in the Notis portal.
- 2Create a named automation in Automations, New Automation.
- 3Ask Notis to use the supplied Affinity relationship context and send a postcard after confirming the recipient address and front and back image URLs.
- 4Choose the webhook trigger and report destination.
- 5Test with one real contact and verify recipient details and artwork.
Questions about this workflow
Can the workflow select a recipient from Affinity automatically?
No trigger or contact-search event is listed. Include the intended recipient details in the request.
What does the automation do after the details are confirmed?
It uses the Docupost Send Postcard action with the specified recipient, sender, and front and back images.
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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No card. Works with personal or business Docupost.