Send referral appreciation letters automatically
Recognize valuable referrals with a physical letter while the context is fresh.
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
Referral thank-yous are often delayed until the relationship has moved on.
- Encourages more referrals
- Makes gratitude consistent
- Removes a follow-up memory burden
Setup
Build it in a few focused steps.
- 1Connect Todoist and Docupost in Notis once.
- 2Create an automation for referral appreciation letters.
- 3Choose Todoist New Task Created as the trigger.
- 4Pick a report channel and test with one referral task and confirmed mailing details.
Questions about this workflow
Can the letter mention the referral?
Yes, include the approved context in the task or automation instruction.
What happens if details are missing?
Notis can report the missing recipient or document details instead of sending.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docupost.