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Notis

Send appreciation postcards when another system signals

Connect an existing event to a tangible thank-you without adding another inbox task.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

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

Customer appreciation moments may happen in other tools and never make it into the mailing workflow.

  • Start a mailing workflow from an existing HTTP event.
  • Keep the postcard design and send requirements in the Notis instruction.
  • Make customer recognition easier to act on across tools.

Setup

Build it in a few focused steps.

  • 1Connect Docupost and the system that will call the webhook once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and provide a name and prompt.
  • 3Tell Notis what the incoming request means and provide recipient, sender, and approved front and back image URL guidance.
  • 4Pick a webhook trigger and choose where run reports should go.
  • 5Test with one real request and confirm the recipient address and postcard design.

Questions about this workflow

What starts this workflow?

An HTTP request to the automation's webhook starts it. The calling system must send the information Notis needs to determine the recipient and mailing.

Can the webhook supply the postcard images?

The request or your instruction can provide the approved image URLs. Docupost requires front and back images for a postcard.

Will it send for every webhook request?

The webhook starts the automation on each request. Define any eligibility criteria in your instruction and test with a real request.

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.

TriggerScheduled

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://...')

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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://...')

ActionInstant

Account Created or Updated

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

TriggerPolling

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

TriggerPolling

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.

TriggerPolling

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

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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