Check the mailing account before campaign follow-up
Before you commit to a mailing plan, request a quick balance check and get the numeric result in a Notis run report.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Account Balance
Returns the connected account’s numeric balance.
Why this helps
Campaign preparation can stall when nobody knows whether the connected mailing account has a workable balance.
- Request a balance check when campaign planning reaches that point
- See the numeric balance in the run report
- Keep the check separate from manual account navigation
Setup
Build it in a few focused steps.
- 1Connect Docupost once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to retrieve the connected account's numeric balance and report it when a campaign readiness request arrives.
- 4Choose a webhook trigger and provide its endpoint to the system that should start the automation.
- 5Choose where run reports go, then test with one real balance check.
Questions about this workflow
Can the workflow confirm the account has enough funds?
The action returns a numeric balance only. The action does not state currency, plan, or required amount, so define any threshold and context separately.
Does the balance check start the mailing?
No. It reports the balance only. The available Docupost send actions require separate confirmed details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Docupost. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Docupost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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