Welcome new Salesforce leads with a mailed letter
Give every new lead a thoughtful first touch without adding another follow-up to your list.
Trigger
New Lead Trigger
Triggers when a new Lead 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
New leads arrive while you are juggling other work, so a personal introduction can slip through the cracks.
- Send a consistent first touch as soon as a lead is created.
- Keep lead outreach moving without switching between Salesforce and a mailing service.
- Use a confirmed letter and sender details supplied in your 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 give it a name and prompt.
- 3Tell Notis to send your approved welcome letter to each new lead, using confirmed recipient details and your sender information.
- 4Pick the Salesforce New Lead trigger, then choose where run reports should go.
- 5Test with one real lead and confirm the recipient and document before sending.
Questions about this workflow
What starts this workflow?
It starts when Salesforce creates a new Lead using the New Lead Trigger.
Where does the letter content come from?
Provide the approved PDF or document URL and the sender details in your instruction. Docupost sends the specified letter.
Can Notis infer an address that is missing?
No. Ensure the lead has a usable mailing address or tell Notis how to handle missing recipient details.
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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