Send a thank-you letter when a deal is won
A deal marked won is a natural moment for a personal thank-you. Give Notis your letter PDF and instructions for identifying the right recipient.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
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://...')
Why this helps
After the deal closes, a thank-you can get buried under onboarding and handoff work.
- Mark a meaningful customer milestone with physical mail.
- Reduce the manual handoff from a CRM stage change to a mailing.
- Catch missing addresses or documents before a letter is sent.
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 closed-won thank-you, supply the PDF and sender details, and ask Notis to verify recipient details before sending.
- 4Choose the HubSpot Deal Stage Updated trigger and select where run reports should go.
- 5Test with one real deal and confirm the stage, recipient, address, and PDF.
Questions about this workflow
Can it send only for closed-won deals?
Describe the closed-won condition in the instruction. The trigger is Deal Stage Updated; Notis can use the event details available to determine whether the deal qualifies.
Where does the letter come from?
Provide the sender name and address details along with the PDF URL in your instruction.
What if the deal does not include a mailing address?
Instruct Notis to stop and report the missing information for follow-up.
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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