Keep prospect relationships warm automatically
A meaningful profile update can become a timely relationship touchpoint.
Trigger
Prospect Profile Changed
Triggers when a specific prospect's profile details change (contact info, status, type, source, level, tags, etc.). This trigger monitors a single prospect and fires when any of its core profile fields are modified.
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
Prospect relationship work is often postponed when profile updates arrive in batches.
- Create timely relationship touches
- Keep outreach consistent across prospects
- Lower follow-up effort
Setup
Build it in a few focused steps.
- 1Connect Workday and Docupost once in Notis
- 2Create an automation named Prospect relationship postcard
- 3Describe which profile changes qualify and provide the approved postcard images
- 4Pick Workday Prospect Profile Changed as the trigger
- 5Choose reports and test with one profile change
Questions about this workflow
Which profile changes can start a postcard?
Specify the qualifying changes, such as status or level updates, in the automation prompt.
Can Notis suppress duplicates?
Ask Notis to check the returned event context and report if a recent postcard is already known.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Workday to Docupost. A trigger fires from one place; an action lands in another.
Workday 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://...')
Absence Balance Changed
Triggers when a worker's absence balance changes. This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful changes.
Balance Details Changed
Triggers when details of a specific balance change (quantity, accruals, adjustments, etc.). This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful field changes.
Interview Feedback Submitted or Updated
Triggers when interview feedback is submitted or updated for a specific interview. This trigger monitors a specific interview and fires when new feedback entries are detected or existing feedback is modified.
Job Posting Changed
Triggers when a specific job posting's details change (title, status, posting dates, location, etc.). This trigger monitors a single job posting and fires when any of its fields are modified.
Job Posting Questionnaire Changed
Triggers when a job posting's candidate questionnaire is added or changed. This trigger monitors a specific job posting's questionnaires and detects any changes including additions, removals, or modifications to questionnaires and questions. Uses snapshot-based diffing to detect meaningful changes.
New Absence Balance
Triggers when a new absence balance record becomes available for a worker. This trigger monitors a specific worker's absence balances and detects when new balance records appear (e.g., a new plan/bucket becomes available). Uses snapshot-based diffing to compare balance record IDs between polls.
Connect any two apps with Notis in the middle.
Workday 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.