Check your Docupost balance on a schedule
Put a recurring balance check on the calendar so mailing funds are less likely to become a last-minute surprise.
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
Remembering to check a mailing account between other founder tasks can leave you discovering a low balance when a mailing is due.
- Retrieve the connected account's numeric balance on a recurring schedule.
- Receive a run report without manually opening Docupost for the check.
- Use a threshold you provide to decide when the result needs follow-up.
Setup
Build it in a few focused steps.
- 1Connect Docupost in the Notis portal.
- 2Create an automation named Scheduled Docupost Balance Review.
- 3Tell Notis to retrieve the numeric balance and flag it for review when it is below the threshold you provide.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real balance check and confirm the report is useful.
Questions about this workflow
Does the balance result include a currency?
No. The available action returns a numeric balance and does not reveal currency, plan, tier, or sandbox status.
Can Notis pick a safe balance threshold for me?
Provide the threshold you want Notis to use. The action returns a number, but does not provide your mailing plans or preferred reserve.
Does this workflow add funds to Docupost?
No. The available action only reads the connected account's numeric balance.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Docupost. A trigger fires from one place; an action lands in another.
Addressfinder 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.
Addressfinder and Docupost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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