Send a coverage education postcard
Give a relevant client conversation a physical reminder using a postcard your agency has already approved.
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
Useful coverage education can get lost when outreach depends on remembering a separate mail task after a client conversation.
- Support client education with a physical touchpoint.
- Send only agency-approved postcard artwork.
- Require a clearly identified recipient and confirmed address.
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 approved educational postcard when a webhook identifies a client and confirms the mailing is appropriate.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real request and verify the recipient and images.
Questions about this workflow
Does this select products or make coverage recommendations?
No. The webhook request must identify the intended client and approved educational mailing.
What does the postcard action require?
It requires recipient and sender information 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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