Check your Docupost balance before mailing
Get a recurring balance check so planned client mailings do not catch you by surprise.
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 plans can stall when no one remembers to check the connected account balance.
- Surface the connected Docupost account's numeric balance on a schedule.
- Reduce the chance of discovering a balance issue at mailing time.
- Receive a run report in a channel you already check.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Docupost once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the balance check.
- 3Tell Notis to retrieve the Docupost account balance and report the numeric result alongside any Agiled mailing plans supplied for review.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and confirm the reported balance is understood as numeric only.
Questions about this workflow
Does the balance result include currency or plan information?
No. This action returns a numeric balance only and does not reveal currency, plan, tier, or sandbox status.
Does this workflow send a letter or postcard?
No. It checks the account balance and reports the result; it does not mail anything.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Docupost. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Docupost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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