Send a policy status update by mail
Make important policy changes easier to communicate with a physical letter when the client needs a paper update.
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
Status changes are easy to record but harder to turn into timely client communication across separate tools.
- Connect a policy status handoff to a paper notification.
- Use an approved PDF and confirmed mailing address.
- Avoid relying on someone to copy details into a separate mailing workflow.
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 status update PDF when a webhook reports a change requiring mailed notice and all recipient details are confirmed.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real status-change example and review the PDF and address before sending.
Questions about this workflow
Does every status change cause a letter?
The instruction should specify which reported changes require mailed notice. The webhook request must provide that context.
What should happen if a notice PDF is unavailable?
Have Notis pause and report the missing document rather than attempt to send.
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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