Prepare renewal notices for physical delivery
Carry an approved renewal notice from your CMS into a physical letter for the recipient whose details you confirm.
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
Renewal follow-up can slip when preparing the mailing is disconnected from the approved notice content.
- Use approved notice copy as the source
- Reduce repeated preparation work
- Confirm mailing information before sending
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 renewal notice and send it only after the recipient and document details are confirmed.
- 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 notice and confirmed recipient.
Questions about this workflow
Can this send based on renewal dates?
Only if the webhook request includes the relevant date or the CMS content exposes it. The source description does not list a renewal-date trigger.
What document details need confirmation?
Confirm the letter document, recipient, and sender details before invoking the Docupost send action.
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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