Send investor updates by physical mail
Keep investor communications moving when a physical letter is the right format for the update.
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
Preparing a one-off mailed update can take attention away from running the business and maintaining the pipeline.
- Turn a clear mailing request into a focused action.
- Use the supplied Affinity deal context to explain the reason for the update.
- Keep document and address confirmation in the workflow.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Docupost once in Notis.
- 2Create an automation in Automations, New Automation, with a name and plain-language prompt.
- 3Ask Notis to use the supplied Affinity deal context and send the provided investor update PDF only after recipient and sender details are confirmed.
- 4Choose a webhook trigger and set the run-report destination.
- 5Test with one real update and confirm the PDF and mailing details.
Questions about this workflow
Does the workflow retrieve an investor mailing list automatically?
No mailing-list trigger or retrieval event is listed. Include the recipients and necessary details in the request or otherwise make them available to Notis.
What document does Docupost send?
The action sends a supplied PDF URL after the document and address details are confirmed.
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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