Run a quarterly Docupost balance check
Make a periodic account check routine and easy to find. Notis can retrieve the Docupost numeric balance on a quarterly schedule.
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
Infrequent account checks are easy to forget until a mailing is already being prepared.
- Creates a recurring quarterly check for mailing account readiness.
- Provides a report with the returned balance number.
- Reduces surprise account lookups during a busy mailing period.
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 connected Docupost numeric balance and include it in the periodic review report.
- 4Choose notis_cron and set a quarterly schedule, then select where run reports should go.
- 5Test once and check that the run report accurately states the numeric result.
Questions about this workflow
Does the number state its currency?
No. The balance action does not reveal currency, plan, tier, or sandbox status.
Can the workflow decide whether a mailing is affordable?
Not from the balance alone. The numeric result has no currency or mailing cost context.
How often does it run?
Set a quarterly recurrence with 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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