Thank referral sources with a postcard
Make referral appreciation easier to follow through with a postcard ready to mail from a verified request.
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
Referral thank-yous can fall behind when they depend on someone remembering to create a separate mailing task.
- Support consistent appreciation for referral sources.
- Mail approved artwork using confirmed details.
- Reduce manual follow-up steps after a referral is recorded.
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 thank-you postcard when a webhook identifies a referral source and confirms the mailing details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real referral example and verify recipient and image details.
Questions about this workflow
Can it determine who referred a client?
The webhook request must identify the intended referral source and provide the mailing details.
What does the postcard require?
Provide confirmed 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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No card. Works with personal or business Docupost.