Start each month with a Docupost balance snapshot
Make the current mailing account balance easy to review when you plan the month ahead.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Account Balance
Returns the connected account’s numeric balance.
Why this helps
Monthly mailing plans can begin without a fresh view of the connected account balance.
- Pairs account review with monthly planning
- Reports the returned numeric balance
- Reduces the chance of starting a mailing plan without checking the account
Setup
Build it in a few focused steps.
- 1Connect Docupost once in Notis.
- 2Create an automation that reads and reports the current account balance for monthly planning.
- 3Pick a monthly schedule at the start of your planning period.
- 4Choose where run reports should go.
- 5Test with one real balance check and review the number in context.
Questions about this workflow
Is this a transaction history or balance trend?
No. The action returns the connected account's numeric balance for that run.
Does the result identify the currency?
No. Currency and account plan details are not included in the action result.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abuselpdb to Docupost. A trigger fires from one place; an action lands in another.
Abuselpdb triggers
Docupost actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Send Letter
Submits a letter for paid printing and postal delivery; the mailing cannot be undone.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Account Balance
Returns the connected account’s numeric balance.
Send Postcard
Submits a postcard for paid printing and postal delivery; the mailing cannot be undone.
Connect any two apps with Notis in the middle.
Abuselpdb and Docupost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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