Mark a new opportunity with a personal postcard
Add a memorable human touch when a promising opportunity enters your pipeline.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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
Important opportunities can feel transactional when every early touchpoint is another email in a crowded inbox.
- Create a tangible touchpoint tied to opportunity activity.
- Give your team a repeatable way to recognize an important sales moment.
- Keep the postcard artwork, sender, and recipient criteria clear in one 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 its name and prompt.
- 3Tell Notis which opportunity milestone merits a postcard, and provide the approved front and back image URLs and sender details.
- 4Pick the Salesforce New or Updated Opportunity trigger, then choose where run reports should go.
- 5Test with one real opportunity and verify the recipient address and postcard design.
Questions about this workflow
Does every opportunity update send a postcard?
The listed trigger fires for created or updated opportunities. State in your instruction which milestone should qualify, and test that behavior with a real example.
What postcard assets are needed?
Docupost requires the recipient and sender details plus front and back image URLs. Supply approved design URLs in your instruction.
What if Salesforce has multiple contacts for an opportunity?
Specify how Notis should identify the intended recipient. Do not rely on an assumed contact association if your data does not provide it.
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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No card. Works with personal or business Docupost.