See your customer letter activity in one monthly check
A monthly summary makes it easier to keep customer mail in view without repeatedly checking letter records between other tasks.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Letters
Tool to list letters. use when retrieving letters with optional filters and pagination.
Why this helps
Customer mail can feel like an open loop when its status is scattered across occasional checks.
- Bring customer mail into a bounded review.
- Reduce dashboard context switching.
- See which letter activity may need attention.
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 summarize customer-related Postgrid letters.
- 3Describe in one plain-language instruction which letters count as course or product customer mail.
- 4Select a recurring monthly trigger and choose a channel for run reports.
- 5Review the first summary and adjust your campaign identifiers or time window.
Questions about this workflow
Does it query a single letter or all letters?
The action lists letters with available filters and pagination. Describe the relevant time period or campaign context in your instruction.
Can it send reminders about a letter?
It can report findings in its run channel. The workflow does not schedule separate reminders.
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.
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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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