Prepare mailing contacts for member appreciation
When a member milestone arrives, Notis can create the corresponding Postgrid contact, keeping a future appreciation mailing easy to prepare.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Tool to create a new contact in postgrid. use after collecting contact's name, address, and optional metadata.
Why this helps
Planning appreciation mail later can involve searching through old membership records for current addresses.
- Capture contact details while the milestone is in view.
- Make future appreciation mail easier to assemble.
- Reduce searches through historic membership records.
Setup
Build it in a few focused steps.
- 1Connect Heights Platform and Postgrid to Notis once through the portal.
- 2Create an automation in the portal or ask Notis to create a contact for eligible member anniversaries.
- 3Use one plain-language instruction to define qualifying milestones and contact metadata.
- 4Choose an incoming webhook trigger and where run reports should go.
- 5Test with one real event and confirm the member address and metadata.
Questions about this workflow
Will a contact be created every year?
That depends on the anniversary events your source sends. Describe eligible events in the instruction and avoid duplicate event delivery where possible.
Does creating the contact send appreciation mail?
No. It only creates the Postgrid contact. A separate letter workflow can send the note.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Heights Platform to Postgrid. A trigger fires from one place; an action lands in another.
Heights Platform triggers
Postgrid actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact in postgrid. use after collecting contact's name, address, and optional metadata.
Create Letter
Tool to create and send a letter via postgrid. use when recipient, sender, and content details are ready.
Create Template
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Delete Bank Account
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Delete Contact
Tool to delete a contact by its id. use when you need to remove obsolete contacts after confirming their identifier.
Delete Template
Tool to delete a template by its id. use when you need to remove an existing template after confirming its identifier.
Connect any two apps with Notis in the middle.
Heights Platform and Postgrid, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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