Review your mailing balance each month
Make the Docupost balance part of a predictable monthly check-in for client mail planning.
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
It is difficult to plan mail consistently when balance checks happen only after someone remembers.
- Add a recurring balance check to monthly operations.
- See the numeric balance in a chosen report channel.
- Reduce last-minute surprises during mailing preparation.
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 check and report the connected Docupost numeric balance as part of monthly mailing preparation.
- 4Pick a recurring monthly schedule and choose where run reports should go.
- 5Test with one real run and confirm the report is easy to find.
Questions about this workflow
Can the report say whether the balance is enough for a planned mailing?
The action returns only a numeric balance. Any threshold or expected mailing cost must be supplied separately.
Does it identify the balance currency?
No. The available action does not return currency or account plan information.
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.
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.
Agencyzoom and Docupost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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