Keep an eye on available messaging credits
Make account credit checks part of your routine so planned communications are easier to prepare.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Account Balance
Tool to retrieve email and SMS credit balance for the account. Use when you need to check available email and SMS credits.
Why this helps
A low messaging balance can derail planned sends when nobody remembers to check account credits.
- Makes email and SMS credit balances visible regularly.
- Reduces surprise checks before planned communication.
- Keeps account readiness in a routine report.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, ask Notis to retrieve the current email and SMS credit balance and summarize it.
- 4Pick a weekly schedule as the trigger and choose where run reports go.
- 5Test with one real run and confirm both balances are reported.
Questions about this workflow
Will it automatically buy more credits?
No. The listed action retrieves the account balance only.
Can I run it more often?
Choose a schedule that suits your account activity and make the frequency clear when setting the trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Canvas to ActiveTrail. A trigger fires from one place; an action lands in another.
Canvas triggers
ActiveTrail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Canvas and ActiveTrail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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