Review postcard activity once a quarter
A quarterly postcard review helps you see what is in motion before planning the next customer campaign. Notis can summarize the relevant Postgrid records.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Postcards
Tool to retrieve a list of postcards with optional filtering and pagination. use when you need to browse or filter postcards list.
Why this helps
Direct mail activity is easy to forget between launches when campaign reviews have no regular place on the calendar.
- Bring postcard activity into campaign planning.
- Reduce ad hoc dashboard checking.
- Keep review work bounded to a recurring cadence.
Setup
Build it in a few focused steps.
- 1Connect Heights Platform and Postgrid to Notis once through the portal.
- 2Create a quarterly scheduled automation in the portal or ask Notis to summarize relevant postcard activity.
- 3Describe in one plain-language instruction which Postgrid postcards relate to your product customers.
- 4Select a recurring quarterly trigger and a channel for run reports.
- 5Review the initial report and refine which postcard activity belongs in the summary.
Questions about this workflow
Will this create new postcards?
No. It reviews the Postgrid postcard list and reports relevant activity.
Can I focus on one product launch?
Describe the campaign identifier or context you use in the instruction so Notis can focus its report.
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.
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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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