Welcome every new client with a mailed letter
A new client entry can start a real welcome in the mail, without another reminder on your list.
Trigger
New Rows in Google Sheet
Simple polling trigger that monitors Google Sheets for new rows. Detects when new rows are added and returns the complete row data. Perfect for triggering any workflow based on new sheet entries.
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
New client details land in a spreadsheet, then someone has to remember to prepare and mail a welcome letter.
- Start client onboarding with a tangible welcome.
- Reduce manual follow-up after adding a client.
- Keep the welcome task tied to the new client entry.
Setup
Build it in a few focused steps.
- 1Connect Google Sheets and Docupost once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to use each new client row to prepare and send the approved welcome letter, using the row's recipient details and the supplied PDF URL.
- 4Choose the New Rows in Google Sheet trigger, select a report channel, and review the run reports there.
- 5Test with one real client row and confirm the recipient and document details before sending.
Questions about this workflow
What starts this workflow?
A new row detected by the Google Sheets New Rows in Google Sheet trigger.
What does Docupost need to send the letter?
The recipient name and mailing address, sender details, and an approved PDF URL. Supply any information that is not present in the row.
Does adding a row automatically approve the letter?
The instruction should specify that the letter is approved for sending. Test with a real example and verify its recipient and document details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Sheets to Docupost. A trigger fires from one place; an action lands in another.
Google Sheets 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://...')
Aggregate Metric Changed
Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.
Cell Range Values Changed
Triggers when values in a specified A1 range change in Google Sheets. This trigger monitors a specific cell or range of cells and fires when any values change.
Conditional Format Rule Changed
Triggers when conditional formatting rules change in a Google Spreadsheet. Detects when rules are added, updated, or removed. Uses snapshot-based diffing to detect changes between polls.
Data Validation Rule Changed
Triggers when data validation rules change (added/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
Developer Metadata Changed
Triggers when developer metadata entries change (new/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
Filtered Range Values Changed
Polling trigger that monitors Google Sheets filtered ranges for value changes. Uses snapshot-based diffing to detect when values matching a data filter change. Emits the matched values when changes are detected.
Connect any two apps with Notis in the middle.
Google Sheets and Docupost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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