Keep overdue invoice letters from being forgotten
Use a regular review to bring overdue invoice follow-ups into focus and send the appropriate letter when customer and document details are confirmed.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Overdue follow-ups take attention away from other work when someone has to check records and prepare each mailing by hand.
- Make overdue follow-up more consistent
- Reduce manual review and mailing handoffs
- Keep customer and document checks before sending
Setup
Build it in a few focused steps.
- 1Connect Docupost once in the Notis portal.
- 2Create an automation and describe how to find overdue invoices and determine which ones need a letter.
- 3Pick the Notis recurring schedule trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real overdue invoice and confirm the recipient, sender, and PDF URL.
Questions about this workflow
Does Notis know which invoices are overdue?
Your instruction must identify the source of invoice dates and the rule for determining overdue status.
Can the workflow generate an invoice reminder PDF?
The listed Docupost action sends a PDF URL. Provide or prepare the correct letter document before sending.
Can the recurring workflow send without review?
Set your instruction to require the confirmation you need for recipient and document details before the send.
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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