Put a renewal reminder in the mail at the right milestone
For a renewal-related milestone tracked as a HubSpot stage update, prepare a postcard using your supplied design and verified recipient details.
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
Renewal follow-up is easy to miss when reminders live in a pipeline but the customer expects a personal nudge.
- Give a renewal follow-up a physical format customers can keep.
- Use your existing deal stage as the trigger.
- Confirm recipient and postcard design information before sending.
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 renewal stage, provide front and back image URLs and sender details, and request recipient confirmation.
- 4Choose the HubSpot Deal Stage Updated trigger and select where run reports should go.
- 5Test with one real deal and check the renewal context, recipient, and design URLs.
Questions about this workflow
Does HubSpot identify renewals automatically?
Use the deal stage information and any relevant details present in the event. Describe the renewal condition in your instruction.
What postcard assets are required?
Provide accessible front and back image URLs, plus sender details.
Can it send if the customer address is missing?
Tell Notis to stop and report missing address details rather than send.
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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