Review mailing balance before quarterly partner postcards
A scheduled balance check gives you one less thing to remember when preparing a quarterly partner postcard run.
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
Quarterly postcard planning is easier to miss when the mailing account check is an untracked one-off task.
- Add the numeric Docupost balance check to a recurring planning rhythm.
- Send the result to a selected run report channel.
- Keep the check separate from postcard sending so the balance can be reviewed first.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Docupost once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to retrieve Docupost's numeric account balance and include the result in its run report ahead of quarterly postcard planning.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test the automation and confirm its report shows the returned numeric balance.
Questions about this workflow
Does this automation send postcards?
No. It only retrieves the Docupost account's numeric balance. Postcard sending is a separate action that requires confirmed addresses and design URLs.
Can I infer the account currency from the returned number?
No. The balance action does not provide currency, plan, tier, or sandbox status.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Docupost. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Docupost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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