Mail proof of coverage documents
When a client needs a paper copy, send the supplied proof of coverage PDF through a simple webhook-driven handoff.
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 document request can sit in a queue when the team has to stop, confirm the address and separately prepare the mailing.
- Move verified paper document requests to mailing promptly.
- Send a supplied PDF through Docupost.
- Require recipient confirmation before mailing.
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 proof of coverage PDF when a webhook request includes a verified recipient and document.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real request and confirm the PDF and address before sending.
Questions about this workflow
Will Notis create the proof of coverage PDF?
No. This workflow sends a PDF supplied with the request.
Can I mail to a third party?
Use the intended recipient details in the webhook request and confirm the mailing is appropriate before sending.
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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