Celebrate a won deal with a postcard
A small, tangible celebration can make a new partnership feel real. Provide your postcard artwork and tell Notis which deal stage signals a win.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Send Postcard
Tool to send a postcard via u.s. mail with specified recipient, sender, and front/back images. use after confirming recipient addresses and design urls. example: send postcard(to name='john doe', ..., front image='https://...', back image='https://...')
Why this helps
A quick congratulations is easy to forget once the team moves on to the next deal.
- Recognize new business with a supplied postcard design.
- Turn a deal stage update into a timely physical touchpoint.
- Check recipient address and both design URLs before mailing.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Docupost once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, describe the qualifying won stage, provide front and back image URLs and sender details, and request address confirmation.
- 4Choose the HubSpot Deal Stage Updated trigger and select where run reports should go.
- 5Test with one real deal and verify the recipient address and postcard artwork.
Questions about this workflow
What design files are needed?
Provide usable URLs for both the front and back postcard images, along with sender details.
Can Notis decide which stage means won?
Name the qualifying stage in your instruction. Notis can only act on the stage information available in the HubSpot event.
Will a postcard be sent if the address is incomplete?
Tell Notis to stop and report incomplete recipient details instead of sending.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Docupost. A trigger fires from one place; an action lands in another.
Hubspot triggers
Docupost actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Send Letter
Tool to send a letter via u.s. mail with specified recipient, sender, and pdf. use after confirming recipient and document details. example: send letter(to name='john doe', to address='123 main st, ...', file url='https://...')
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Send Postcard
Tool to send a postcard via u.s. mail with specified recipient, sender, and front/back images. use after confirming recipient addresses and design urls. example: send postcard(to name='john doe', ..., front image='https://...', back image='https://...')
Contact Created Trigger
Contact Created Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Connect any two apps with Notis in the middle.
Hubspot and Docupost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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