Invite clients to a coverage review by postcard
Turn an agency follow-up request into a mailed invitation with the approved design and client address ready.
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
Coverage review invitations can be delayed when the request is recorded but the postcard still needs to be assembled and mailed.
- Give selected clients a tangible review invitation.
- Use approved postcard artwork and confirmed recipient details.
- Make follow-up easier to carry through from request to mail.
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 send the supplied coverage review postcard when a webhook request confirms the client should be invited.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real invitation and verify the address and front and back images.
Questions about this workflow
Does this schedule a coverage review appointment?
No. The available action mails a postcard. Appointment scheduling is outside this workflow.
Can it decide which clients need a review?
The webhook request should identify the intended client and confirm that an invitation should be sent.
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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