Keep Cardly credits visible before work starts
Know whether your account can support the next card run before it becomes urgent.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Retrieve Account Balance
Tool to retrieve the current account and gift credit balances for your organisation. use after authenticating to verify available credit before placing orders.
Why this helps
Low balances discovered at send time create avoidable launch delays.
- Surfaces account and gift balances early
- Helps prevent blocked card runs
- Creates a predictable finance check
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Cardly in the Notis portal.
- 2Create an automation that checks and summarizes current balances.
- 3Choose a notis_cron trigger and set the recurring schedule.
- 4Choose where the reports should be delivered.
- 5Test with one immediate run.
Questions about this workflow
What balances are checked?
Cardly provides current account and gift credit balances.
Can Notis buy credits automatically?
No. This workflow only retrieves and reports balances.
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
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