Send a thank-you postcard after every new deal
A small physical thank-you can make a new customer feel remembered from day one.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
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://...')
Why this helps
Sales teams often intend to send a thank-you but lose the moment in a crowded pipeline.
- Adds a human touch to deal intake
- Uses consistent brand artwork
- Reduces forgotten appreciation follow-ups
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Docupost once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3In one instruction, ask Notis to send your approved front and back postcard images after confirming the recipient address.
- 4Pick the Pipedrive New Deal Received trigger.
- 5Choose where reports go and test with one real deal.
Questions about this workflow
Can Notis use different postcard artwork?
Yes. Provide the approved front and back image URLs in your instruction.
Does Notis send before checking details?
The instruction can require confirmation of recipient address and design URLs first.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Docupost. A trigger fires from one place; an action lands in another.
Pipedrive 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 Deal Received Trigger
Triggered when a new deal is created in Pipedrive
New Note Received Trigger
Triggered when a new note is created in Pipedrive
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Connect any two apps with Notis in the middle.
Pipedrive and Docupost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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