Remember customer milestones without keeping another list
Set a clear milestone rule and let a scheduled check surface the customers who may deserve a postcard.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send Postcard
Submits a postcard for paid printing and postal delivery; the mailing cannot be undone.
Why this helps
Customer anniversaries and other meaningful milestones are easy to miss when reminders depend on memory or scattered records.
- Check supplied customer records on a repeatable schedule.
- Use only milestone dates and recipient details present in the data.
- Review the proposed mailing list and artwork 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 customer milestone postcards.
- 3Tell Notis which supplied milestone dates qualify and require confirmation of recipients, addresses, design URLs, and approval before mailing.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real customer example and review the report.
Questions about this workflow
What counts as a milestone?
Specify the milestone types and timing in your instruction. The workflow can only use dates and customer details available in the supplied records.
Will it send a card on every run?
It should identify only records that meet your milestone rule, then require review and approval before Docupost sends.
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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No card. Works with personal or business Docupost.