Skip to content
Notis

Send a partner introduction letter from a new Trello board

Start new initiatives with a polished letter while the board is being set up.

Trigger

New Board Trigger

Triggered when a board is created in the specified workspace

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 partnerships can lose momentum during the rush to organize a new board.

  • Start partner outreach at project kickoff
  • Use board context to shape the letter
  • Keep mailing behind a confirmation checkpoint

Setup

Build it in a few focused steps.

  • 1Connect Trello and Docupost once in the Notis portal.
  • 2Create an automation for new board introductions.
  • 3Tell Notis to review the new board context, prepare a partner introduction letter as a PDF, and send it with Docupost after confirming the recipient and document details.
  • 4Pick Trello New Board Trigger as the trigger.
  • 5Choose a report channel, then test with one real new board.

Questions about this workflow

What if a new board has no mailing details?

Notis should report the missing recipient or document details instead of attempting to send.

Can I use a standard introduction template?

Yes. Include the approved template or file URL in the automation instruction.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Trello 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

Card Archived Trigger

Triggered when a card is archived in the specified board

TriggerInstant

New Activity Trigger

Triggered when there is activity in Trello.

TriggerInstant

New Board Trigger

Triggered when a board is created in the specified workspace

TriggerInstant

New Card Trigger

Triggered when a card is created in the specified board

TriggerInstant

Card Updated Trigger

Triggered when a specific card is updated

TriggerInstant

Connect any two apps with Notis in the middle.

Trello 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.