Recognize contact milestones with a postcard
Make meaningful relationship moments easier to acknowledge with a postcard that feels personal.
Trigger
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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
Relationship milestones are easy to miss when they depend on memory and manual reminders.
- Turn a defined contact update into a timely recognition moment.
- Make relationship touches more consistent without drafting each one from scratch.
- Use approved artwork and recipient rules supplied to Notis.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Docupost once in the Notis portal.
- 2Create an automation in Automations, New Automation, and enter a name and prompt.
- 3Tell Notis which contact change represents a milestone, who should receive the postcard, and provide approved front and back image URLs.
- 4Pick the Salesforce Contact Updated trigger, then choose where run reports should go.
- 5Test with one real contact update and verify the address and postcard design.
Questions about this workflow
What contact update counts as a milestone?
Define the meaningful change in your instruction. The Contact Updated trigger emits changed fields and relevant timestamps, but the milestone itself is your rule.
Does the trigger support a built-in field filter?
No. You pick the trigger, then describe the desired outcome to Notis in plain language.
What must be ready before sending?
Confirm recipient and sender information and provide the approved front and back image URLs for the postcard.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Docupost. A trigger fires from one place; an action lands in another.
Salesforce 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://...')
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce 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.