Send a welcome postcard for each new client
Turn a new client handoff into a warm physical welcome without building a mailing list by hand.
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
New clients can wait too long for a welcome when onboarding and marketing tasks live in different places.
- Make a timely welcome part of the new client handoff.
- Use approved front and back postcard images.
- Avoid sending until the mailing address is confirmed.
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 welcome postcard when a webhook reports a new client with confirmed mailing details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real new-client example and verify the address and artwork before mailing.
Questions about this workflow
What does the webhook need to provide?
It should identify the new client and include a confirmed mailing address plus the approved front and back image URLs.
Can Notis design the postcard?
This action sends supplied images. Prepare and approve the front and back artwork separately.
Can I use this for existing clients?
Yes, if your webhook request identifies the intended client and supplies confirmed recipient and design details.
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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