Send a client anniversary postcard
Add a thoughtful physical touchpoint to an anniversary already surfaced in your agency workflow.
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-building tasks are easy to forget when they rely on someone noticing a date and arranging mail separately.
- Make anniversary outreach easier to act on.
- Use supplied approved postcard artwork.
- Require verified mailing details before sending.
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Docupost once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to mail the approved anniversary postcard when a webhook identifies the intended client and confirmed address.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real anniversary example and confirm the images and recipient details.
Questions about this workflow
Can this workflow find anniversary dates in Agencyzoom?
No event is listed for that. An HTTP request must start the workflow and identify the intended anniversary mailing.
What does Docupost need to send the postcard?
Provide the confirmed recipient and sender details plus front and back image URLs.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Docupost. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Docupost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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