Skip to content
Notis

Review Docupost balance before a mailing window

Put a quick balance check ahead of a planned mailing period so account readiness is easier to 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

A planned mailing window is harder to manage when account readiness is checked at the last minute.

  • Place a balance review before a known mailing period.
  • See the returned numeric balance in run reports.
  • Create a simple checkpoint without manual dashboard switching.

Setup

Build it in a few focused steps.

  • 1Connect Docupost once in the Notis portal.
  • 2Create an automation that retrieves and reports the numeric balance.
  • 3Choose notis_cron and schedule it before the mailing window.
  • 4Select where run reports go.
  • 5Test the run and confirm the numeric result is reported.

Questions about this workflow

Can this verify that the balance is enough for a planned mailing?

The action returns a number only. Costs, currency, and mailing volume are not included, so any sufficiency decision needs those details supplied.

Does the schedule submit the planned mailings?

No. This workflow only retrieves and reports the account balance.

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.

TriggerScheduled

Send Letter

Submits a letter for paid printing and postal delivery; the mailing cannot be undone.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Account Balance

Returns the connected account’s numeric balance.

ActionInstant

Send Postcard

Submits a postcard for paid printing and postal delivery; the mailing cannot be undone.

ActionInstant

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

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.