Check customer history before your next card
Put the order recipient into context by searching existing Ragic records before you prepare the next handwritten touchpoint.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Search Records
Search records
Why this helps
Without an easy history check, it is hard to tell whether a card is part of an ongoing customer relationship or a first contact.
- Review relevant customer records before the next touchpoint.
- Distinguish a known contact from a record that needs closer review.
- Avoid reconstructing relationship history from memory.
Setup
Build it in a few focused steps.
- 1Connect Handwrite.io and Ragic to Notis once in the portal.
- 2Start a new automation in the portal or tell Notis what to do in a conversation.
- 3Write one plain-language instruction asking Notis to search Ragic for the order recipient and summarize relevant customer history.
- 4Choose an incoming webhook trigger and set a channel for run reports.
- 5Test with an order for a customer whose Ragic history you can verify.
Questions about this workflow
Does this make changes to customer history?
No. It searches records and reports relevant results.
What information should the webhook send?
Send the order details needed to identify the recipient, such as the name or contact information available to your backend.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Handwrite.io to Ragic. A trigger fires from one place; an action lands in another.
Handwrite.io triggers
Ragic actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Search Records
Search records
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Connect any two apps with Notis in the middle.
Handwrite.io and Ragic, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Ragic.