Welcome new HubSpot contacts with a letter they can hold
Turn a new contact into a thoughtful first impression. Notis can use your welcome PDF and the contact’s mailing details to prepare a Docupost letter.
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
A new contact can disappear into a CRM list before anyone sends a personal welcome.
- Give new contacts a tangible welcome without switching between HubSpot and Docupost.
- Use a supplied PDF and sender information for the mailing.
- Review recipient and document 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, describe the welcome letter, provide the PDF and sender details, and ask Notis to confirm recipient details before sending.
- 4Choose the HubSpot Contact Created trigger and select where run reports should go.
- 5Test with one real contact and verify the address and document before mailing.
Questions about this workflow
Do I need to provide the letter PDF?
Yes. The Docupost Send Letter action requires a PDF, so provide a usable PDF URL and sender details in your instruction.
Will it send to every new contact?
The trigger runs when HubSpot creates a contact. Tell Notis which contacts should receive the letter and have it confirm recipient and document details before sending.
What if the contact has no mailing address?
Tell Notis to stop and report missing or incomplete mailing details instead of 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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No card. Works with personal or business Docupost.