Mail only after reviewing the CRM address
Add a deliberate address check before a physical letter leaves your account.
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
An outdated CRM address can turn a simple follow-up into returned mail and extra work.
- Make address review an explicit step before mailing.
- Use the supplied Agiled contact context in the webhook request.
- Require confirmation of the document and recipient before sending.
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 name it for reviewed CRM mailings.
- 3Tell Notis to use the supplied Agiled contact context and send the approved letter only after the recipient name, mailing address, and PDF are confirmed.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real contact example and verify the mailing details before sending.
Questions about this workflow
Can the workflow verify an address against an external address database?
No such lookup is included in the provided app capabilities. Review or supply the confirmed address in the webhook context.
Does a webhook itself prove the address is correct?
No. The prompt should require explicit confirmation of the recipient and address before the Docupost send 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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