Process your approved letter queue on schedule
Give physical follow-up a dependable rhythm with one scheduled review and send step.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Letters can be ready to send but remain stuck in a queue until someone remembers to process them.
- Creates a predictable mailing cadence
- Processes only the queue you provide
- Reduces recurring administrative load
Setup
Build it in a few focused steps.
- 1Connect Docupost in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis how to review your supplied approved queue and send letters only after recipient and document checks.
- 4Pick a notis_cron schedule that matches your operating rhythm.
- 5Choose a report channel and test with one real queue item.
Questions about this workflow
Where does the queue come from?
Supply it in the automation context or connected workflow; Notis cannot infer records you have not provided.
Can the schedule run only on weekdays?
Yes. Choose the recurring schedule that fits your process.
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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