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Notis

Check your mail templates before launch week

A small prelaunch check can surface the template you plan to use before launch week gets busy. Notis can summarize the relevant Postgrid templates.

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

Launch preparation gets noisy when reusable mail content is checked only after other work is already underway.

  • Find relevant mail assets before launch pressure rises.
  • Add one predictable check to launch preparation.
  • Reduce last-minute template searching.

Setup

Build it in a few focused steps.

  • 1Connect Heights Platform and Postgrid to Notis once through the portal.
  • 2Create a scheduled automation in the portal or ask Notis to review launch-related templates before a planned launch.
  • 3Use one plain-language instruction to identify the course and templates to include.
  • 4Choose a recurring trigger timed ahead of launches and a channel for reports.
  • 5Test with one upcoming launch and confirm the summary surfaces the right templates.

Questions about this workflow

Can it run only before a launch?

The available native trigger is recurring schedule. Choose a cadence that fits your launch rhythm and describe which launch context to review.

Does this alter templates?

No. It lists and summarizes templates so you can decide whether they are ready.

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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