See your Docupost balance before planned mailings
Add a simple balance check to your mailing routine, so account funds are visible when you review upcoming campaign work.
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
It is easy to start planning mailings without checking the connected account balance first.
- See the numeric balance on a recurring schedule.
- Reduce the need to open a separate account screen during mailing prep.
- Review the result in your selected run report channel.
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 retrieve the connected Docupost account's numeric balance and report the returned value.
- 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
Does the balance include currency or account plan details?
No. The available action returns a numeric balance only and does not reveal currency, plan, tier, or sandbox status.
Can ActiveTrail trigger this check?
No ActiveTrail trigger events are listed for this package. This workflow runs on a Notis recurring schedule.
Does the check send a letter or postcard?
No. It only retrieves and reports the Docupost account's numeric balance.
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
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