Put onboarding instructions in the mail at the right milestone
When a deal reaches the stage you choose, Notis can prepare your supplied onboarding letter for mailing with Docupost.
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
New customers can wait for next steps while teams coordinate handoffs across tools.
- Give customers a printed copy of onboarding information.
- Trigger the handoff from a deal stage already tracked in HubSpot.
- Use a supplied PDF and confirm mailing details 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 deal stage, supply the onboarding PDF and sender details, and specify how to identify and verify the recipient.
- 4Choose the HubSpot Deal Stage Updated trigger and select where run reports should go.
- 5Test with one real deal and check that the correct recipient and PDF are used.
Questions about this workflow
Can I use my existing onboarding PDF?
Yes. Supply a PDF URL that Docupost can access and include the sender details.
How do I choose the milestone?
Name the deal stage in the automation instruction. The available trigger is HubSpot Deal Stage Updated.
What should happen if there is no matching recipient?
Instruct Notis to pause and report the missing recipient details for review.
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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