Thank customers on their account anniversary
Make customer appreciation happen on time with a prepared letter tied to account history.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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
Account anniversaries are meaningful, but remembering each date across a busy customer list takes ongoing attention.
- Create a repeatable way to recognize customer anniversaries.
- Use account context to decide when a thank-you is due.
- Reduce calendar tracking and manual mailing steps.
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 add its name and prompt.
- 3Tell Notis which account anniversary should prompt a letter, and provide the approved PDF, recipient guidance, and sender details.
- 4Pick the Salesforce Account Created or Updated trigger, then choose where run reports should go.
- 5Test with one real account update and confirm the anniversary condition and mailing details.
Questions about this workflow
Does this trigger run exactly on the anniversary date?
The event fires when an Account is created or updated. If exact date-based timing is required, define the date logic and make sure an update occurs at the right time, or use a schedule with suitable account data.
What if the account has no mailing contact?
Specify how Notis should identify a recipient and what to do if the account does not provide a valid address.
Can this use a custom anniversary date?
It can use account data that Salesforce returns. Tell Notis which date represents the anniversary and supply any missing rule or baseline.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docupost.