Check your Docupost balance on a schedule
Add a small, predictable balance check to your mailing routine so it is easier to spot account readiness before sending letters or postcards.
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 planned mailing can be delayed when no one has checked whether the connected Docupost account has a balance available.
- Put a balance review on a recurring schedule.
- Retrieve the numeric balance from the connected Docupost account.
- Reduce last-minute context switching before preparing mailings.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Docupost once in the Notis portal.
- 2Create a new automation in Automations, New Automation.
- 3Tell Notis to retrieve the connected Docupost account balance and report the returned numeric value for mailing readiness review.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and confirm the report is useful.
Questions about this workflow
Does the balance result show currency or account plan?
No. This action returns a numeric balance only and does not reveal currency, plan, tier, or sandbox status.
Can this workflow confirm that a specific ActiveMerge document was created?
No. ActiveMerge does not expose a trigger event here. This workflow runs on the schedule you choose and checks the connected Docupost balance.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Docupost. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Docupost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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