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Notis

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.

TriggerScheduled

CREATE_BANK_ACCOUNT

Tool to create a new bank account for print & mail service.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Contact

Tool to create a new contact in postgrid. use after collecting contact's name, address, and optional metadata.

ActionInstant

Create Letter

Tool to create and send a letter via postgrid. use when recipient, sender, and content details are ready.

ActionInstant

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.

ActionInstant

Create Webhook

Tool to create a new webhook to receive order event notifications. use after configuring your endpoint to handle webhook payloads.

ActionInstant

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.

ActionInstant

Delete Contact

Tool to delete a contact by its id. use when you need to remove obsolete contacts after confirming their identifier.

ActionInstant

Delete Template

Tool to delete a template by its id. use when you need to remove an existing template after confirming its identifier.

ActionInstant

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.