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Notis

Send a welcome postcard to a new partner

Start strategic relationships with a warm, tangible welcome.

Trigger

New WhatsApp Message Received

Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.

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

Partner onboarding can feel transactional when every follow-up stays digital.

  • Creates a memorable first touch
  • Standardizes partner welcomes
  • Cuts onboarding administration

Setup

Build it in a few focused steps.

  • 1Connect TimelinesAI and Docupost in the Notis portal.
  • 2Create an automation named Partner welcome postcard.
  • 3Tell Notis to recognize new partner introductions and prepare the approved postcard with a personalized note.
  • 4Pick the New WhatsApp Message Received trigger.
  • 5Choose a report channel and test with one new partner conversation.

Questions about this workflow

Can the note reflect the partner's role?

Yes. Ask Notis to use role and context found in the WhatsApp conversation.

What image files are required?

Docupost needs a front image and a back image URL for the postcard.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Timelinesai to Docupost. A trigger fires from one place; an action lands in another.

Timelinesai 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

New WhatsApp Message Received

Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.

TriggerPolling

Connect any two apps with Notis in the middle.

Timelinesai 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.