Mail onboarding packets from new task lists
Start every new client list with a clear onboarding handoff.
Trigger
New Task List Created
Triggers when a new Google Tasks task list is created. This trigger monitors Google Tasks and fires when new task lists are detected.
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 workspaces often lack a dependable first mailing step.
- Standardizes first contact
- Reduces setup omissions
- Creates a tangible welcome step
Setup
Build it in a few focused steps.
- 1Connect Google Tasks and Docupost in Notis.
- 2Create an onboarding packet automation.
- 3Describe that Notis should send the supplied onboarding PDF after confirming the new client recipient.
- 4Pick New Task List Created as the trigger.
- 5Select a report channel and test with one new list.
Questions about this workflow
Does creating any list send mail?
Your instruction can limit sending to lists whose context includes a confirmed client and packet PDF.
Can the packet be personalized?
Yes, provide the personalized PDF and recipient details in the task context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Tasks to Docupost. A trigger fires from one place; an action lands in another.
Google Tasks 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://...')
New Task Created
Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.
New Task List Created
Triggers when a new Google Tasks task list is created. This trigger monitors Google Tasks and fires when new task lists are detected.
Task Details Changed
Triggers when a specific task's details change. This trigger monitors a single Google Task and fires when any of its details (title, notes, status, due date, completion, position) are modified.
Task List Changed
Triggers when a task list changes (title or content updates). This trigger monitors a specific Google Tasks list and fires when changes are detected.
Task Updated
Triggers when an existing task is updated in a Google Tasks list. This trigger monitors a specific task list and fires when tasks are modified.
Connect any two apps with Notis in the middle.
Google Tasks and Docupost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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