Make a customer recovery gesture easier to complete
Use a clear case handoff to prepare a thoughtful postcard, with the recipient and design reviewed before mailing.
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
A customer issue may be resolved, but a promised follow-up gesture can get lost once the urgent work is over.
- Start from a resolved case event delivered to the webhook.
- Use only the resolution details and recipient data supplied for the case.
- Require approval of the message, address, and postcard artwork.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Docupost once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for customer recovery postcards.
- 3Tell Notis to prepare a postcard from the supplied resolved case details and send only after recipient, address, artwork URLs, and approval are confirmed.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real resolved case and review the report.
Questions about this workflow
Can it decide whether a customer deserves a recovery gesture?
Give it explicit eligibility criteria and the relevant case data. Business judgment not present in the case information should be supplied or reviewed by a person.
Can it include sensitive case details in the postcard?
Provide a clear instruction about what may be included and review the final message before approving the mailing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Docupost. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Docupost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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