Add a Docupost balance snapshot to month end
Keep a simple month-end balance reference alongside your regular account review.
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
Account balances are easy to forget when closing out a month across several tools.
- Make the balance visible as part of a recurring review.
- Avoid relying on memory for a manual check.
- Keep the reported number available for bookkeeping context.
Setup
Build it in a few focused steps.
- 1Connect Docupost once in the Notis portal.
- 2Create an automation requesting the numeric balance for review.
- 3Choose notis_cron and select a month-end schedule.
- 4Choose where run reports go.
- 5Test once and confirm the report contains the numeric balance.
Questions about this workflow
Is this a financial statement or transaction history?
No. The action returns the connected account's numeric balance only.
Does the report include currency?
No. Currency is not available from this action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Docupost. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Docupost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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