Schedule thank-you postcards for key opportunities
Make thoughtful sales follow-through part of a routine instead of another reminder to remember.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
A good conversation can end without the personal follow-up you intended once the workday moves on.
- Build a regular review into your sales follow-up routine.
- Use opportunity context and criteria you define to identify recipients.
- Send a ready-to-go postcard with confirmed artwork and address details.
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 opportunities and recipient should qualify, and provide the approved postcard images and sender details.
- 4Pick a recurring schedule, then choose where run reports should go.
- 5Test with one real opportunity and confirm the recipient and artwork.
Questions about this workflow
What criteria can the schedule use?
State the opportunity criteria in your instruction, using fields that Salesforce provides. Supply any missing baseline or business rule.
How can I avoid repeat postcards?
Tell Notis how to determine whether an opportunity was already mailed. If mailing history is not available in the data, add a tracking source or process.
Does this require a Salesforce event?
No. A Notis schedule starts the run. The automation can review available Salesforce data and take the action when your criteria are met.
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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