Make customer appreciation easier to follow through on
Turn a customer list and a clear selection rule into a postcard run you can review before it goes out.
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
Small gestures of appreciation are easy to postpone when customer lists and mailing tasks live in separate places.
- Create a repeatable appreciation process from a customer list you provide.
- Review selected recipients and postcard artwork before mailing.
- Reduce the manual steps between deciding to thank customers and sending the cards.
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 thank-you postcards.
- 3Tell Notis how to select recipients from the supplied list and require confirmation of names, addresses, artwork URLs, and approval before sending.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real example and review the report.
Questions about this workflow
Where does the customer list come from?
Provide it through the connected Agenty workflow or other data available to the automation. Notis should not assume customer history or mailing addresses that are not supplied.
Can the workflow mail to every customer automatically?
Your instruction should define the eligible group and require you to confirm the recipient list and postcard design 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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