Welcome new Salesforce contacts by mail
Give new contacts a clear, personal introduction without adding another manual task.
Trigger
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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
A new contact can sit in the CRM without receiving the context or welcome they need to get started.
- Give new contacts a timely and consistent welcome.
- Reduce manual preparation across CRM and mailing tools.
- Keep the content and recipient rules in a single plain-language instruction.
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 a name and prompt.
- 3Tell Notis to send your approved introduction PDF to each eligible new contact using confirmed address and sender details.
- 4Pick the Salesforce New Contact Trigger, then choose where run reports should go.
- 5Test with one real new contact and confirm the document and mailing details.
Questions about this workflow
How is this different from a new lead workflow?
This starts from a newly created Salesforce Contact record. Use it for contacts that enter Salesforce directly rather than as Leads.
Will the letter be personalized automatically?
Notis can use available contact details if your instruction explains the desired personalization. Provide the approved PDF or document URL and verify the result.
What happens if the contact lacks an address?
Docupost requires recipient details. Tell Notis to flag incomplete records for review instead of attempting a send.
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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