Run a scheduled account letter mailing
Batch thoughtful account outreach into a predictable routine with clear criteria and a prepared letter.
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
One-off mailing tasks compete with daily work, making it hard to run consistent account outreach.
- Create a predictable review and mailing cadence.
- Let Notis assess account data against criteria you provide.
- Keep each send tied to an approved document and recipient 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 supply a name and prompt.
- 3Tell Notis which accounts qualify, what approved letter PDF to send, and how to confirm recipient and sender details.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real account before enabling the recurring run.
Questions about this workflow
Does the schedule create new account data?
No. It starts the automation on a recurring schedule. Notis can only evaluate account data Salesforce makes available.
Can this avoid mailing the same account repeatedly?
Specify how previously mailed accounts should be identified. If the relevant mailing history is not available in Salesforce or another connected source, you must supply a tracking method.
Can I choose how often it runs?
Yes. Select a recurring schedule when setting up the automation in the portal.
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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