Welcome new Agiled clients with a physical letter
Turn a new client handoff into a thoughtful welcome without adding another follow-up to your checklist.
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 clients can slip into a busy founder's workload without a clear, personal welcome.
- Create a consistent welcome step for new clients.
- Keep the mailing prompt tied to the Agiled event that started the workflow.
- Require confirmation of the recipient and PDF before mailing.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Docupost once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to prepare a welcome letter for a new client and send it only after the recipient address and approved PDF are confirmed.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real client example, checking the recipient and PDF before sending.
Questions about this workflow
Does Agiled provide a built-in trigger for this workflow?
No Agiled trigger events are listed here. Start the automation with a Notis webhook and provide the relevant Agiled update in the request.
Will the letter be mailed without checking the details?
The instruction should require confirmation of the recipient and document details before using Docupost's Send Letter action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Docupost. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Docupost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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