Get a weekly Docupost balance report
Make a quick weekly balance check part of your agency's routine for planning client mail.
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
Mailing preparation competes with a busy week, and the account balance is easy to overlook until the last moment.
- Build a recurring balance check into weekly planning.
- Have the numeric result delivered to a selected channel.
- Reduce the chance of a last-minute balance surprise.
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 connected Docupost numeric balance and report it for weekly mail planning.
- 4Pick a recurring weekly schedule and choose where run reports should go.
- 5Test with one real run and confirm the numeric report is delivered.
Questions about this workflow
Does the check show account currency?
No. The action returns the numeric balance only.
Will this send a weekly mailing?
No. It only retrieves and reports the account 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.
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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