Include Docupost balance in campaign preparation
Make the account balance part of your regular campaign prep, so it is easy to spot before you decide whether a mailing is ready.
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
Campaign preparation often spans email and postal tools, making a basic account check easy to overlook.
- Add the account's numeric balance to a recurring prep routine.
- See the result in the run report channel you already review.
- Keep the check focused on a returned value without assuming its currency or account tier.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Docupost once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to fetch the Docupost numeric balance during campaign preparation and report the returned value without inferring currency or account tier.
- 4Pick the recurring schedule trigger and choose where run reports should go.
- 5Test with one real example and review the run report.
Questions about this workflow
How is this different from a general balance check?
The schedule and instruction place the lookup in a campaign-preparation routine. It still returns only the connected account's numeric balance.
Can the report say whether there is enough for a planned mailing?
Only if you provide the expected mailing cost and the balance's currency context. The action itself does not return currency or mailing costs.
Does this automation read campaign data from ActiveTrail?
No ActiveTrail trigger or campaign-reading event is listed for this workflow. It performs a scheduled Docupost balance lookup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Docupost. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Docupost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docupost.