Keep Cardly gift credits accountable
See gift credit activity clearly before the next campaign budget is set.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Gift Credit History
Tool to list gift credit history records for your organization. use when you need paginated gift credit entries with optional time-based filters.
Why this helps
Gift credit movements can be overlooked when campaign and finance reviews are separate.
- Improves campaign budget clarity
- Supports finance reconciliation
- Keeps gift credit activity visible
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Cardly in the Notis portal.
- 2Create an automation asking for a gift credit history summary.
- 3Choose a notis_cron trigger and monthly schedule.
- 4Select the report destination.
- 5Test with one gift credit history run.
Questions about this workflow
Can the review use time filters?
Yes. Cardly supports optional time-based filters for gift credit entries.
Does this alter gift credits?
No. It only retrieves gift credit history records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Cardly. A trigger fires from one place; an action lands in another.
0CodeKit triggers
Cardly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Contact List
Tool to add a new contact list. use after defining name and optional custom fields, before populating the list with contacts.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Webhook
Tool to create a new webhook subscription. use when you need cardly to notify your application via http post for specific events.
Delete Invitation by Email
Tool to delete an invitation by email address. use when you need to invalidate an outstanding invitation immediately.
Delete Webhook
Tool to delete a webhook. use after confirming the webhook id to immediately cease all activity and event subscriptions for that webhook.
Generate Preview
Tool to generate a low-quality, watermarked preview document for a card. use after confirming artwork and template details to estimate costs and delivery.
List Artwork
Tool to retrieve the currently available artwork for your organisation. use when you need to list and paginate artwork items, optionally filtering to only your own artwork.
List Credit History
Tool to list credit history records. use after checking account balance to review recent credits/debits.
List Fonts
Tool to list your currently available fonts. use after confirming authentication to explore font options in cardly.
Connect any two apps with Notis in the middle.
0CodeKit and Cardly, 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 Cardly.