Send a confirmed proposal without another manual handoff
When a proposal is ready and its recipient details are verified, turn the approval into a clear mailing workflow.
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
Approved proposals can sit in a folder while someone remembers the recipient details, prepares the document, and completes postage.
- Start the mailing task from an approval event delivered to a webhook.
- Use the supplied proposal file and confirmed recipient information.
- Keep approval and delivery handoff visible in the Notis run report.
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 approved proposal mailings.
- 3Tell Notis to send the supplied proposal only when approval, recipient name, address, sender details, and document URL are confirmed.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real approved proposal and review the report.
Questions about this workflow
Can the workflow create a proposal document?
It can use a document URL supplied by the workflow or available connected data. If the file is not provided, supply it before sending.
What if a proposal has not been approved?
The instruction should stop and report that approval is missing rather than sending the letter.
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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