Welcome new customers with a Typeform onboarding letter
Start the relationship with a physical welcome that reflects what the customer shared.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
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 customer onboarding can feel impersonal when every welcome is assembled from scratch.
- Make onboarding feel personal
- Reuse a reliable welcome format
- Capture important intake context in the letter
Setup
Build it in a few focused steps.
- 1Connect Typeform and Docupost once in Notis.
- 2Create an automation named Customer onboarding letter.
- 3Tell Notis to write a welcome letter using the customer's intake context and send it to the submitted mailing address.
- 4Pick the Typeform New Form Response trigger and choose a report destination.
- 5Test with one completed intake before enabling ongoing runs.
Questions about this workflow
Can this work for different customer plans?
Yes. Tell Notis to adapt the message when plan information appears in the response.
Does Notis create the PDF?
The workflow sends the document you provide or instruct Notis to prepare through your connected setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Docupost. A trigger fires from one place; an action lands in another.
Typeform 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 Form Response
Triggers when a respondent completes and submits the form.
Connect any two apps with Notis in the middle.
Typeform and Docupost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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