Tell the right customers when a new location opens
Set your customer selection rule and turn a location launch into a letter task you can review and approve.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send Letter
Submits a letter for paid printing and postal delivery; the mailing cannot be undone.
Why this helps
A new location launch creates many moving parts, and telling nearby customers personally can get lost in the checklist.
- Use a defined customer segment from data you provide.
- Prepare a letter from verified launch details and a supplied document.
- Review the recipient list and mailing materials before sending.
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 new location customer letters.
- 3Tell Notis how to select customers using supplied location and customer data, and require approval of recipients and document before sending.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real launch and customer example.
Questions about this workflow
Can the workflow decide who is near the new location?
It can apply location criteria you provide to available address data. If proximity or customer location is missing or uncertain, supply or verify it before mailing.
Can the letter include opening details?
Provide the confirmed opening information and document URL. The workflow should not invent dates or location facts.
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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