Check your Docupost balance before mailing
See the connected account's numeric balance in a scheduled run report before you prepare a mailing batch.
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 mailing plan can be ready while the account balance is unknown, creating another context switch before work can move ahead.
- Bring the numeric balance into a scheduled run report
- Reduce last-minute account checks
- Keep balance visibility in the automation workflow
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 account's numeric balance and include it in the run report.
- 4Pick a recurring schedule as the trigger.
- 5Choose where run reports go, then test with one real balance check.
Questions about this workflow
Does the balance include currency or account plan details?
No. This action returns only the connected Docupost account's numeric balance.
Will this automatically send mail if the balance is high enough?
No. This workflow only checks and reports the balance. The available balance action does not send a letter or postcard.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docupost.