Send proposal follow-up letters from Todoist
Keep high-value follow-up moving with a physical letter prepared from the task context.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
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
Important proposal follow-ups are easy to delay after a busy sales call.
- Keeps follow-up visible
- Adds a physical touchpoint
- Uses existing task context
Setup
Build it in a few focused steps.
- 1Connect Todoist and Docupost in Notis once.
- 2Create an automation that sends the approved proposal follow-up letter.
- 3Choose Todoist New Task Created as the trigger.
- 4Select a report channel and test with one task and confirmed recipient and PDF.
Questions about this workflow
Does Notis create the PDF?
Only if your instruction provides an available document source; otherwise supply a PDF URL.
Is the recipient confirmed first?
Yes, the action is used after recipient and document details are confirmed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Docupost. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
Trigger when a new task is added to Todoist.
Connect any two apps with Notis in the middle.
Todoist and Docupost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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