Send customer welcome letters from Jira issues
When a new Jira issue is ready for customer onboarding, have Notis send the welcome letter through Docupost.
Trigger
New Issue
Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.
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
Welcome mail can get lost between ticket intake, document preparation, and follow-up.
- Send welcome mail from the issue that starts onboarding.
- Use an approved document and verified postal details included in the issue.
- Reduce manual handoffs between Jira and Docupost.
Setup
Build it in a few focused steps.
- 1Connect Jira and Docupost once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis to send the approved welcome PDF for a new customer issue only when the issue includes a verified recipient name and mailing address.
- 4Pick Jira New Issue as the trigger.
- 5Choose where run reports go, then test with one real example.
Questions about this workflow
What information must be available on the issue?
The issue or information accessible to Notis must include the recipient name, verified mailing address, and approved PDF URL. Supply anything Jira does not provide.
Will every new issue send a letter?
Describe the eligibility conditions in your instruction. Issues without the required verified recipient details and approved document should not be sent.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Jira to Docupost. A trigger fires from one place; an action lands in another.
Jira 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://...')
New Issue
Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.
New Project
Triggered when a new project is added in Jira
Updated Issue
Fires when an existing issue is changed in the Jira project you configure — for example its status, assignee, or any other field on the issue is updated. Only issues in that project produce an event. It does not fire on comment activity: adding, editing, or deleting a comment on an issue will not produce an event from this trigger.
Connect any two apps with Notis in the middle.
Jira and Docupost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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