Send approved fundraising appeals by letter
Use the appeal your team has approved and prepare a physical letter for a recipient whose details you have confirmed.
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
Fundraising follow-up can become scattered when the approved appeal, recipient details, and mailing task are handled separately.
- Reuse the approved appeal content
- Reduce switching between content and mailing tasks
- Keep recipient and sender details explicit
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Docupost once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to prepare a letter from the approved fundraising appeal for the recipient and sender details you provide.
- 4Choose a webhook trigger and provide its endpoint to the system that should start the automation.
- 5Choose where run reports go, then test with one real appeal and confirmed recipient.
Questions about this workflow
Can Notis select donors automatically?
The source description does not specify donor records or selection rules. Provide the recipient details or a reliable rule in your instruction.
Can I send the appeal before it is approved?
Specify that only approved appeal content should be used, and confirm the document and recipient before sending.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Docupost. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Docupost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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