Check your mailing balance before campaign day
Get a simple balance snapshot ahead of a planned physical outreach push, so you can review it before mailing starts.
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 checks whether the connected mailing account has funds available.
- Put a balance check on the calendar before a planned mailing.
- Receive the numeric balance in a run report.
- Keep the account limitation clear: the returned value does not include currency or plan details.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Docupost once in Notis.
- 2Create a named automation in Automations, New Automation.
- 3Tell Notis to retrieve the connected Docupost account's numeric balance and report it for review before the planned mailing.
- 4Pick a Notis schedule trigger and choose the run-report destination.
- 5Test once and review the returned numeric value before relying on it.
Questions about this workflow
Does the balance result include a currency?
No. The action returns a numeric balance and does not reveal the currency, plan, tier, or sandbox status.
Will this workflow decide whether the account can pay for the mailing?
It reports the numeric balance only. It cannot compare against mailing costs or a currency-specific threshold unless that information is supplied separately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Docupost. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Docupost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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