Confirm a coverage change by mail
Give a client a paper confirmation when a reported coverage change calls for mailed documentation.
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
A coverage update can be recorded without completing the separate step of sending the client a paper confirmation.
- Connect a paper confirmation request to a mailed letter.
- Use the supplied approved PDF and confirmed address.
- Keep the workflow clear when mailing is required.
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 supplied coverage change confirmation only when the webhook says mailing is required and details are verified.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real request and verify the recipient and PDF before sending.
Questions about this workflow
Does this make the coverage change in Agencyzoom?
No. The listed target action sends a supplied letter through Docupost.
What should happen when a change needs no letter?
Have the instruction stop unless the webhook request explicitly confirms that paper mailing is required.
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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