Make investor thank-yous easier to send
Turn a quick Affinity-informed request into a personal letter without reopening several tools.
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
Small relationship-building follow-ups are easy to postpone when contact details and documents live in different places.
- Keep relationship follow-ups close to the related Affinity context.
- Avoid re-entering details across multiple apps.
- Require confirmation of the supplied PDF and recipient before mailing.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Docupost once in the Notis portal.
- 2Create a named automation from Automations, New Automation, or tell Notis to create it in plain language.
- 3In one instruction, ask Notis to use the supplied Affinity interaction context and send the confirmed thank-you letter PDF to the confirmed recipient.
- 4Pick the webhook trigger and choose a report channel.
- 5Test with one real recipient and document, checking the details before the send.
Questions about this workflow
What starts the automation?
A Notis webhook request starts it. Affinity has no listed trigger events in this setup.
Can Notis infer the letter content or mailing address?
Provide the PDF and the needed recipient and sender details, then confirm them 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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