Keep renewal reminder letters on schedule
Set a recurring check for upcoming renewals, then let Notis prepare the right Docupost letter when the recipient and document are ready.
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
Renewal reminders can slip when due dates live in one place and mailing tasks live somewhere else.
- Create a repeatable reminder routine
- Reduce manual date checking and letter handoffs
- Confirm recipient and document before mailing
Setup
Build it in a few focused steps.
- 1Connect Docupost once in the Notis portal.
- 2Create an automation and describe how to identify due renewal reminders and confirm the letter details.
- 3Pick the Notis recurring schedule trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real renewal example and verify the recipient and PDF URL.
Questions about this workflow
Does the schedule provide renewal dates?
No. The prompt must identify where the dates come from, or you must provide the information Notis needs to identify upcoming renewals.
Will the workflow send a letter every time it runs?
Describe which reminders qualify and require confirmation of the recipient and document before each send.
Can Docupost create the reminder letter?
The listed action sends a specified PDF URL. Have the correct letter document ready.
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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