Make renewal follow-up easier to keep on schedule
Let a scheduled check surface upcoming renewals and prepare a letter for review before the date passes.
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
Renewal dates can be buried in records, making timely, personal follow-up hard to manage alongside daily work.
- Check supplied renewal dates on a schedule you choose.
- Prepare a timely reminder using details available in the records.
- Require review of the recipient, document, and approval 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 renewal reminder letters.
- 3Tell Notis which supplied renewal dates qualify and require confirmation of recipient details, sender details, document URL, and approval before sending.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real renewal record and review the report.
Questions about this workflow
Can this workflow calculate renewal dates?
It can use dates supplied by the connected research or records. Provide any renewal rules that are not represented in those dates.
Will it send reminders automatically?
Your instruction should require review and approval of the recipient details and letter document before sending.
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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