Make renewal follow-up easier to remember
Bring upcoming renewals back into view and turn the right conversations into a reviewed physical letter.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send Letter
Submits a letter for paid printing and postal delivery; the mailing cannot be undone.
Why this helps
Renewal conversations can arrive too late when they rely on someone remembering to check each account.
- Create a recurring prompt to review supplied renewal context.
- Keep mailing decisions deliberate and tied to a confirmed recipient and PDF.
- Reduce missed follow-up by routing run reports to a chosen channel.
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 renewal follow-up.
- 3Tell Notis to review the Agiled renewal context supplied for the run and send a letter only after confirming the recipient, address, and approved PDF.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real renewal example and review the mailing details before sending.
Questions about this workflow
Does this automatically identify renewal dates in Agiled?
The provided context does not list an Agiled renewal trigger or scheduled record retrieval. Supply relevant renewal context for the scheduled run.
Can a letter be sent as soon as the schedule runs?
The instruction should require confirmation of the recipient, address, and approved PDF before the 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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