Keep your mail templates easy to find
A short scheduled template review can help you start the next course or product campaign with the right approved content already in reach.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Templates
Tool to list templates. use when you need to retrieve a paginated list of templates with optional type filtering.
Why this helps
Reusable copy gets harder to trust when old campaign templates accumulate without a review habit.
- Make the template library easier to navigate.
- Surface older templates before reuse.
- Build a light maintenance habit around campaign assets.
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 your Postgrid templates.
- 3Use one plain-language instruction to identify course or product templates and what to flag.
- 4Choose a monthly recurring trigger and where run reports should be delivered.
- 5Review the first summary and tune it to your template naming conventions.
Questions about this workflow
Does the review delete old templates?
No. It lists and summarizes templates for your review; it does not delete them.
Can it focus on course templates only?
Yes. State the naming or metadata convention for course templates in the instruction.
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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