Turn New Agile CRM Contacts into Welcome Letters
Give new customers a thoughtful first touch without stopping to prepare and mail each letter by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Letter
Submits a letter for paid printing and postal delivery; the mailing cannot be undone.
Why this helps
New customer follow-up slips when welcome materials, addresses, and mailing tasks live in different places.
- Start the mailing workflow from a submitted contact record.
- Check recipient and document details before sending.
- Keep the welcome step from getting lost among sales tasks.
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 submitted contact, confirm the recipient address and approved welcome PDF, then send the letter through Docupost.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real contact and approved PDF.
Questions about this workflow
Does Agile CRM provide a trigger for this automation?
No Agile CRM trigger event is listed here. A webhook starts the automation when you submit the contact details to Notis.
Will it send if the address or PDF is missing?
The instruction asks Notis to confirm recipient and document details before sending. Supply missing information before the letter is sent.
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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