Send a prospect letter from a new Trello card
Give high-value prospects a physical touchpoint without adding another sales queue.
Trigger
New Card Trigger
Triggered when a card is created in the specified board
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
Prospect outreach gets delayed when physical mail depends on a separate process.
- Trigger timely outreach at prospect intake
- Keep the prospect context close to the letter
- Avoid mailing until details are confirmed
Setup
Build it in a few focused steps.
- 1Connect Trello and Docupost once in the Notis portal.
- 2Create an automation for prospect letters.
- 3Tell Notis to review a qualifying new prospect card, prepare a PDF letter, and send it with Docupost after confirming the recipient and document details.
- 4Pick Trello New Card Trigger as the trigger.
- 5Choose a report channel, then test with one real prospect card.
Questions about this workflow
Can Notis decide which prospects qualify?
Provide the qualification rule in plain language and include any required context in Trello.
Can I attach a sales letter PDF?
Yes. Supply a file URL or instruct Notis where the approved PDF comes from.
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.
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://...')
Card Archived Trigger
Triggered when a card is archived in the specified board
New Activity Trigger
Triggered when there is activity in Trello.
New Board Trigger
Triggered when a board is created in the specified workspace
New Card Trigger
Triggered when a card is created in the specified board
Card Updated Trigger
Triggered when a specific card is updated
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
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No card. Works with personal or business Docupost.