Remember to thank the people who send you referrals
When your follow-up confirms a referral thank-you, prepare the physical note from the same context.
Trigger
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Action
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://...')
Why this helps
Referral follow-ups are easy to send while the separate thank-you gesture gets forgotten.
- Tie the mailing to a sent follow-up that names the referral thank-you.
- Use confirmed recipient addresses and approved artwork.
- Keep incomplete or ambiguous cases visible in run reports.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Docupost once in the Notis portal.
- 2Create an automation and give it a name.
- 3Tell Notis to send a postcard only when the sent email explicitly confirms the referral thank-you and recipient, address, and approved image URLs are available.
- 4Pick Gmail Email Sent as the trigger and choose where run reports go.
- 5Test with one real follow-up and confirm the mailing details before sending.
Questions about this workflow
Does it infer a recipient's mailing address?
No. Provide the confirmed address in the email context or instructions. If it is unavailable, the automation should report that it is missing.
What if an email mentions a referral but no thank-you is approved?
Instruct Notis to report the case without sending. The workflow should require explicit authorization for the mailing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Docupost. A trigger fires from one place; an action lands in another.
Gmail 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://...')
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Connect any two apps with Notis in the middle.
Gmail and Docupost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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