Add a personal postcard to proposal follow-up
Give a high-priority proposal a memorable follow-up while keeping the message and mailing details intentional.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Postcard
Submits a postcard for paid printing and postal delivery; the mailing cannot be undone.
Why this helps
Promising opportunities can go quiet when follow-up is buried under day-to-day tasks.
- Turn a supplied opportunity follow-up request into a concrete mailing step.
- Keep the postcard tied to a reviewed recipient and approved design.
- Receive a report after the automation runs.
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 proposal postcards.
- 3Tell Notis to prepare a proposal follow-up postcard using the supplied Agiled opportunity context and send it only after the recipient address and front and back image URLs are confirmed.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real proposal example and review the address and design before sending.
Questions about this workflow
Will this workflow detect an opportunity stage change automatically?
No Agiled trigger events are listed. Start it with a Notis webhook request that includes the opportunity follow-up context.
Can Notis create the postcard artwork?
The listed Docupost action requires front and back image URLs. Supply approved design URLs before sending.
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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No card. Works with personal or business Docupost.