Turn Campaign Follow-Up into Postcards
Keep physical campaign follow-up moving with a scheduled review of the contacts and postcard designs you provide.
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
Campaign mailings take repeated list checks, and it is easy to overlook address or artwork gaps.
- Review campaign contact details on a regular schedule.
- Catch missing recipient or design information before mailing.
- Send eligible postcards through Docupost after confirmation.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Docupost once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to review the Agile CRM campaign contact information supplied for the run, identify postcard recipients, confirm each address and the approved front and back image URLs, then send postcards through Docupost.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real campaign contact and approved postcard images.
Questions about this workflow
Does the schedule fetch campaign contacts automatically?
The supplied event list includes no Agile CRM trigger or read action. Provide the campaign contact information to the scheduled run.
Can it send campaign postcards without artwork?
No. The instruction requires approved front and back image URLs and confirmed recipient details before mailing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Docupost. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Docupost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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