Check Docupost Balance Before Mailing Work
See the connected account's numeric balance as part of your regular preparation for planned customer mailings.
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 can be delayed when nobody knows the account balance until a send is underway.
- Retrieve the connected Docupost account's numeric balance on a schedule.
- Pair the check with planned mailing information you supply from Agile CRM.
- Receive the result in a chosen run report channel.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Docupost once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve the Docupost account's numeric balance and report it alongside the planned Agile CRM mailing information supplied for the run.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and confirm the numeric balance report is useful.
Questions about this workflow
Does the balance result include currency or plan details?
No. This action returns the connected account's numeric balance only; it does not reveal currency, plan, tier, or sandbox status.
Does this automation send mail?
No. It only retrieves and reports the numeric balance. Sending requires a separate workflow using a Docupost send action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Docupost. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Docupost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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