Add Docupost balance to your month-end review
Give your month-end mailing review one less manual lookup. Notis can fetch the numeric account balance and include it in a run report.
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
Month-end review tasks pile up, and a quick account check can be missed or repeated.
- Includes a current balance lookup in the review routine.
- Reduces repetitive manual account checking.
- Keeps the returned value's limitations explicit.
Setup
Build it in a few focused steps.
- 1Connect Anthropic administrator and Docupost once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome from any channel.
- 3In one instruction, ask Notis to retrieve the Docupost numeric balance for the review report and avoid assigning currency or account tier.
- 4Choose notis_cron and set a month-end schedule, then select where run reports should go.
- 5Test once and review the returned numeric value in the report.
Questions about this workflow
Can the workflow calculate monthly mail spend?
No. Get Account Balance returns a numeric balance only; costs and currency are not provided.
What is needed to set up the month-end timing?
Choose notis_cron and the recurring schedule in the automation setup.
What does Anthropic administrator contribute?
It is the source app in the pair, but no Anthropic trigger events are available, so the schedule starts this workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anthropic administrator to Docupost. A trigger fires from one place; an action lands in another.
Anthropic administrator 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.
Anthropic administrator and Docupost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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