Review Your Docupost Balance on a Schedule
Keep mailing readiness visible with a scheduled balance check and a simple report you can review before sending credential mail.
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
A mailing plan can stall when you discover the account balance only after you are ready to send.
- Surfaces the numeric account balance on a recurring schedule.
- Lets you compare the returned value with a threshold you provide.
- Gives you a report to review before planning mailings.
Setup
Build it in a few focused steps.
- 1Connect Docupost once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to retrieve the Docupost numeric balance on schedule and report it against a threshold you provide.
- 4Pick the notis_cron trigger and choose where run reports should go.
- 5Test with one real run and confirm the numeric balance appears in the report.
Questions about this workflow
Does the balance action tell me the currency?
No. It returns a numeric balance and does not reveal currency, plan, tier, or sandbox status.
Can the workflow tell me whether my balance is enough?
It can compare the number with a threshold you provide, but you need to supply a meaningful threshold because the action does not provide currency or plan details.
Can this workflow send a letter or postcard?
No. This workflow only retrieves the account's numeric balance and reports it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Docupost. A trigger fires from one place; an action lands in another.
Accredible certificates 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.
Accredible certificates and Docupost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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