Follow through after completed Salesforce tasks
Let a completed call or meeting create the next step automatically when that step is a mailed letter.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
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
After a call or meeting, the promised follow-up can disappear under the next wave of tasks.
- Connect a completed activity to the follow-up it calls for.
- Reduce the chance of forgetting a promised physical send.
- Use your task context to decide when a letter is appropriate.
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 provide a name and prompt.
- 3Tell Notis which completed tasks warrant a letter, what approved PDF to send, and how to confirm the recipient and sender.
- 4Pick the Salesforce Task Created or Completed trigger, then choose where run reports should go.
- 5Test with one real completed task and confirm the recipient and document details.
Questions about this workflow
Does this run when any task is created?
The trigger can start when a Task is created or when its status changes to Completed. State the intended qualifying task in your instruction and test it.
Can the workflow send a letter for a task without a contact address?
Docupost needs recipient details. Tell Notis to report or skip records when the address is missing rather than guessing.
What document does Docupost mail?
The Send Letter action uses the PDF or file URL you provide, along with recipient and sender details.
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.