Check your mailing account balance before send day
Get a scheduled balance check into your run report so you can review the account before preparing a mailing.
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 the connected account balance ahead of time.
- Schedule a balance check around your planned mailing routine.
- Receive the numeric balance in a Notis run report.
- Avoid relying on a last-minute manual account check.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Docupost once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the Docupost balance check.
- 3Tell Notis to retrieve the connected Docupost numeric balance and report the returned value without inferring currency or account tier.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real example and review the report.
Questions about this workflow
Does the balance result include a currency?
No. The available action returns a numeric balance only. Do not infer currency, plan, tier, or sandbox status from that result.
Does this workflow add funds or send mail?
No. Its action is a read of the connected Docupost account balance, which it can report for your review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Docupost. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Docupost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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