Give your course mailing contacts a monthly check
A calm monthly review can surface contact records that need attention before your next community mailing. Notis can list and summarize relevant Postgrid contacts.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Contacts
Tool to list contacts. use when you need to retrieve a paginated list of contacts with optional filters like date range, metadata, name, or email.
Why this helps
Contact lists quietly become harder to use when nobody has a predictable time to review them.
- Make contact maintenance part of a repeatable routine.
- See relevant records in a concise report.
- Prepare more confidently for community mailings.
Setup
Build it in a few focused steps.
- 1Connect Heights Platform and Postgrid to Notis once through the portal.
- 2Create a monthly scheduled automation in the portal or ask Notis to review course community contacts.
- 3Use one plain-language instruction to define which contacts matter and what to flag in the report.
- 4Choose a recurring monthly trigger and a channel for run reports.
- 5Review the first output and refine the instruction around your contact naming or metadata conventions.
Questions about this workflow
Does the audit edit contact records?
No. This workflow lists and reviews Postgrid contacts for reporting; it does not change or delete them.
How does it know which contacts relate to the course community?
Describe your way of identifying those contacts in the instruction, such as a metadata value or naming convention.
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.
CREATE_BANK_ACCOUNT
Tool to create a new bank account for print & mail service.
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
Tool to create a new mail template in postgrid. use when you need to define reusable html content with dynamic placeholders. use after confirming required template details.
Create Webhook
Tool to create a new webhook to receive order event notifications. use after configuring your endpoint to handle webhook payloads.
Delete Bank Account
Tool to delete a bank account by its id. use when you need to remove a bank account after confirming its identifier.
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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No card. Works with personal or business Postgrid.