Send renewal review letters from Agencyzoom
Move a renewal from your Agencyzoom follow-up queue to a physical letter with the right recipient and approved PDF.
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
Renewal follow-up gets missed when preparing a letter means switching tools and rechecking client details.
- Reduce manual handoffs between policy follow-up and mail preparation.
- Use only recipient and document details confirmed in the request.
- Keep renewal outreach moving with a physical letter.
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 review PDF when a webhook reports a renewal and recipient details are confirmed.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real renewal example, confirming the recipient and PDF before sending.
Questions about this workflow
What starts this workflow?
An HTTP request to the Notis webhook starts it. Include the renewal context and confirmed recipient and document details.
Does it create a renewal letter for me?
No. The action sends a supplied PDF. Have the approved letter PDF and recipient information available before sending.
Will it mail when an address is missing?
The instruction should require a confirmed recipient address and pause when details are incomplete.
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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