Put a useful resource packet in new contacts' hands
Share a guide, welcome packet, or other supplied PDF with new contacts who meet your instructions, with address details checked before mailing.
Trigger
Contact Created Trigger
Contact Created Trigger
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
Useful resources often stay buried in follow-up emails that recipients may never revisit.
- Put a supplied resource PDF into a physical format customers can keep.
- Target contacts using instructions based on available contact details.
- Reduce address errors with a confirmation step.
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 which new contacts qualify, provide the resource PDF and sender details, and ask Notis to confirm the address before sending.
- 4Choose the HubSpot Contact Created trigger and select where run reports should go.
- 5Test with one real contact and verify the recipient, address, and PDF.
Questions about this workflow
Can the resource PDF be personalized?
Provide the PDF URL you want mailed. The listed action sends a specified PDF and does not list document editing or personalization.
How should I specify qualifying contacts?
Describe the qualification criteria in your instruction using information available in the HubSpot contact event.
What if a contact does not qualify?
Tell Notis to skip the mailing and report the reason when the contact does not meet your stated criteria.
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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