Make a customer milestone a physical moment
Give a milestone campaign a personal touch by turning approved artwork into a postcard for a customer you specify.
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
Customer milestones can pass without recognition when campaign content and physical follow-up live in different places.
- Connect a published campaign to the physical follow-up
- Use approved postcard artwork
- Confirm the customer address 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 use a published milestone campaign to prepare a postcard for the customer and design URLs you specify.
- 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 campaign, recipient address, and design.
Questions about this workflow
Can the CMS identify customer milestones?
Agility CMS can fetch and update content, but the source description does not specify customer milestone data. Include the milestone content or qualifying details in the request.
What details must be ready to send?
Confirm the recipient address and provide front and back image URLs before sending the postcard.
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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