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Notis

Review Cardly credit activity each week

Keep card spend understandable with a short recurring credit history review.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Credit History

Tool to list credit history records. use after checking account balance to review recent credits/debits.

Why this helps

Credit activity is easy to miss until a balance looks unexpectedly low.

  • Improves spend visibility
  • Supports reconciliation
  • Flags unusual activity sooner

Setup

Build it in a few focused steps.

  • 1Connect 0CodeKit and Cardly in the Notis portal.
  • 2Create an automation asking for a concise credit history summary.
  • 3Choose a notis_cron trigger for the review cadence.
  • 4Choose where reports should go.
  • 5Test with one real history retrieval.

Questions about this workflow

What records are included?

Cardly returns credit history records, including recent credits and debits.

Can Notis compare periods?

Ask Notis to compare periods when the needed history is available in the returned 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.

TriggerScheduled

Create Contact List

Tool to add a new contact list. use after defining name and optional custom fields, before populating the list with contacts.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Webhook

Tool to create a new webhook subscription. use when you need cardly to notify your application via http post for specific events.

ActionInstant

Delete Invitation by Email

Tool to delete an invitation by email address. use when you need to invalidate an outstanding invitation immediately.

ActionInstant

Delete Webhook

Tool to delete a webhook. use after confirming the webhook id to immediately cease all activity and event subscriptions for that webhook.

ActionInstant

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.

ActionInstant

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.

ActionInstant

List Credit History

Tool to list credit history records. use after checking account balance to review recent credits/debits.

ActionInstant

List Fonts

Tool to list your currently available fonts. use after confirming authentication to explore font options in cardly.

ActionInstant

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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