Make client thank-you postcards a steady habit
Put client appreciation on a recurring schedule. Notis can surface eligible follow-ups and send a Docupost postcard after the address and design are confirmed.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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://...')
Why this helps
Client thank-yous are easy to postpone when they compete with urgent day-to-day work.
- Keep client appreciation from relying on memory
- Create a repeatable follow-up routine
- Check mailing details before each postcard send
Setup
Build it in a few focused steps.
- 1Connect Docupost once in the Notis portal.
- 2Create an automation and explain how to identify clients due for a thank-you postcard and verify the send details.
- 3Pick the Notis recurring schedule trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real client example and confirm the address and front and back image URLs.
Questions about this workflow
Where does Notis get the client list?
Your instruction must identify the source of client and follow-up information, or you must provide it.
Will this send the same postcard repeatedly?
Specify how Notis should determine who is due for a thank-you and require an eligible, confirmed recipient before sending.
What details are required by Docupost?
The postcard action needs recipient and sender details plus front and back image URLs.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Docupost. A trigger fires from one place; an action lands in another.
Whatsapp 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://...')
Message Status Updated
Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Message Template Status Update
Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.
Connect any two apps with Notis in the middle.
Whatsapp and Docupost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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