Remind clients about renewals by postcard
Give a renewal reminder a physical touchpoint when a postcard fits your agency's follow-up plan.
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
Renewal reminders can slip between policy tracking and the separate task of preparing client mail.
- Create a physical reminder from an Agencyzoom follow-up request.
- Reuse approved postcard artwork.
- Require a verified address 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 send the approved renewal postcard when a webhook reports a due reminder and includes verified recipient and image details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real renewal reminder and verify the address and postcard images.
Questions about this workflow
Can this determine when a renewal is due?
The workflow responds to a webhook request. Your request or instruction must establish that the reminder is due.
What images are needed?
The Docupost postcard action requires supplied front and back image URLs along with confirmed recipient and sender 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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