Include a Docupost balance snapshot in postage planning
Bring the latest returned balance into your planning review, then compare it with the postage and currency details you already have.
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
Planning a mailing often means switching tools just to retrieve a basic account number.
- Reduces a manual lookup during postage planning.
- Keeps the balance result available as a review input.
- Avoids presenting an unspecified numeric value as a currency amount.
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 numeric balance and report it as a planning input, with no currency inference.
- 4Choose notis_cron and set the timing for your planning routine, then select where run reports should go.
- 5Test once and verify the report labels the result as a numeric balance.
Questions about this workflow
Will this calculate postage?
No. It only retrieves the Docupost numeric balance; postage costs are not part of this action.
What currency is the balance in?
The action does not reveal a currency, so the workflow should report only the returned number.
Can it run as often as needed?
Set the recurrence that fits your planning routine using the notis_cron trigger.
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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