Close out refund approvals with clear communication
After an approved refund, a written confirmation can give the customer a clear record of the outcome.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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
Once a refund is processed, the final customer communication can be lost in the handoff.
- Keep the customer closeout linked to an approval update.
- Reduce the chance of a promised confirmation being missed.
- Confirm the final letter and recipient before sending.
Setup
Build it in a few focused steps.
- 1Connect Slack and Docupost to Notis once in the portal.
- 2Create an automation in the portal or ask Notis for it conversationally.
- 3Describe one instruction for preparing a letter only after a refund is approved, requiring the final document and recipient to be checked.
- 4Choose Slack Channel Message Received, choose where Notis reports runs, and test with one real refund approval.
Questions about this workflow
Will this issue a refund?
No. The Docupost action sends a letter. The Slack message should represent an already approved refund, and the letter should be confirmed.
Can a refund discussion start the workflow?
Use the instruction to require an explicit approval update rather than general discussion.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Docupost. A trigger fires from one place; an action lands in another.
Slack 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://...')
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Connect any two apps with Notis in the middle.
Slack and Docupost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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