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Check your Docupost balance on schedule

Know the connected Docupost balance before a busy stretch of agency mailings, without adding another manual check.

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 be delayed when nobody remembers to check the Docupost account balance.

  • Receive a regular numeric balance check.
  • Add a lightweight check to mailing preparation.
  • Choose a report channel that is easy to review.

Setup

Build it in a few focused steps.

  • 1Connect Agencyzoom and Docupost once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
  • 3In one instruction, ask Notis to retrieve the Docupost account balance and report the numeric result for mailing preparation.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real run and confirm the report arrives in the selected channel.

Questions about this workflow

Does the balance check reveal currency or plan details?

No. The available action returns the numeric balance only, not currency, plan, tier or sandbox status.

Does this workflow send mail?

No. It checks and reports the connected Docupost account's numeric balance.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agencyzoom to Docupost. A trigger fires from one place; an action lands in another.

Agencyzoom triggers

Docupost actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Send Letter

Submits a letter for paid printing and postal delivery; the mailing cannot be undone.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Account Balance

Returns the connected account’s numeric balance.

ActionInstant

Send Postcard

Submits a postcard for paid printing and postal delivery; the mailing cannot be undone.

ActionInstant

Connect any two apps with Notis in the middle.

Agencyzoom and Docupost, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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