Turn accepted proposals into clear next steps
Give a new client a physical next-steps letter as soon as the proposal is accepted and the mailing is ready.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Letter
Tool to send a letter via u.s. mail with specified recipient, sender, and pdf. use after confirming recipient and document details. example: send letter(to name='john doe', to address='123 main st, ...', file url='https://...')
Why this helps
The handoff after a proposal acceptance can be overlooked while switching from sales into delivery planning.
- Connect the accepted decision to a ready onboarding touchpoint.
- Avoid mailing before the proposal is actually accepted.
- Keep the next step visible through the automation report.
Setup
Build it in a few focused steps.
- 1Connect Emailable and Docupost to Notis once in the portal.
- 2Create the automation by asking Notis in a channel or through the portal.
- 3In one prompt, require the webhook to confirm proposal acceptance and instruct Notis to mail the approved next-steps PDF only when Emailable verification and recipient and sender details are complete.
- 4Choose the incoming webhook trigger and run-report channel; test with one accepted proposal.
Questions about this workflow
Can an unsigned proposal trigger this letter?
No. State that acceptance must be confirmed before mailing, and ensure the webhook distinguishes accepted proposals from pending ones.
What if the email is valid but the address is not?
Emailable checks the email address only. Require separate postal address confirmation before sending.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Emailable to Docupost. A trigger fires from one place; an action lands in another.
Emailable triggers
Docupost actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Send Letter
Tool to send a letter via u.s. mail with specified recipient, sender, and pdf. use after confirming recipient and document details. example: send letter(to name='john doe', to address='123 main st, ...', file url='https://...')
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Send Postcard
Tool to send a postcard via u.s. mail with specified recipient, sender, and front/back images. use after confirming recipient addresses and design urls. example: send postcard(to name='john doe', ..., front image='https://...', back image='https://...')
Connect any two apps with Notis in the middle.
Emailable and Docupost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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