Keep a deal follow-up personal with a postcard
For a deal milestone where a personal touch helps, use your postcard design and a HubSpot stage update to prepare a mailed follow-up.
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
Important deal follow-ups can slip when they depend on someone remembering a separate mailing task.
- Create a physical follow-up at a stage you specify.
- Use your supplied postcard artwork and sender details.
- Keep recipient confirmation in the workflow 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, name the qualifying deal stage, describe the follow-up, supply both postcard 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 check the intended recipient and artwork.
Questions about this workflow
Which stage should trigger the postcard?
Specify the stage in your instruction. The HubSpot trigger is Deal Stage Updated.
Does Docupost create the postcard design?
No design creation is listed for this action. Provide the front and back image URLs.
Can the workflow mail to a company address?
Provide clear instructions for identifying the intended recipient and address, and ask Notis to confirm them before 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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