Send a welcome letter for new Outlook contacts
Start new relationships with a thoughtful letter that arrives at the door.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
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 contacts are added to a database but receive no meaningful first follow up.
- Create a reliable first touch
- Make introductions memorable
- Reduce manual contact follow up
Setup
Build it in a few focused steps.
- 1Connect Outlook and Docupost in Notis once.
- 2Create an automation named New contact welcome letter.
- 3Tell Notis to draft a short welcome letter for qualifying contacts and confirm address details before mailing.
- 4Pick New Contact Added as the trigger.
- 5Choose a report channel and test with one new contact.
Questions about this workflow
How do I exclude personal contacts?
Include your qualification rules in the plain language instruction.
Does Outlook provide a mailing address?
Only if the contact record contains one; missing address details must be supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Docupost. A trigger fires from one place; an action lands in another.
Outlook 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 Contact Added
Triggered when a new contact is added in the Outlook contacts.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Connect any two apps with Notis in the middle.
Outlook and Docupost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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