Know the Docupost Balance Before Mailing Prospects
Add a simple scheduled check before your direct mail work so the connected account's numeric balance is easy to review.
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 stall when nobody has checked the connected Docupost account balance recently.
- Make the account's numeric balance visible on a schedule.
- Pair a balance check with a report channel your team already uses.
- Reduce last-minute surprises while preparing prospect mailings.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Docupost once in the Notis portal.
- 2Create an automation by telling Notis to retrieve the Docupost account balance and report the result.
- 3Pick a recurring schedule that fits your mailing preparation routine.
- 4Choose where run reports should go.
- 5Test with one real run and confirm the reported value.
Questions about this workflow
Does the balance result include currency or plan details?
No. This action returns the connected Docupost account's numeric balance only; it does not reveal currency, plan, tier, or sandbox status.
Does this workflow send mail?
No. It checks and reports the numeric balance without sending a letter or postcard.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Docupost. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Docupost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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