Know your Cardly balance before planning
Get a regular balance snapshot so credit availability is visible when you plan card campaigns.
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
A missing balance check can interrupt campaign planning and force a last-minute account review.
- Makes current account and gift credit balances easy to review
- Reduces last-minute account checks
- Delivers the snapshot to a report channel you already use
Setup
Build it in a few focused steps.
- 1Connect Cardly once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from a connected channel.
- 3In one instruction, ask Notis to retrieve and summarize the current account and gift credit balances.
- 4Choose a recurring schedule as the trigger.
- 5Choose a report channel and test with one real balance check.
Questions about this workflow
Does this workflow purchase credits?
No. It retrieves and reports current balances only.
Can the schedule be aligned with a campaign review?
Yes. Choose the recurring schedule that fits your planning routine.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Cardly. A trigger fires from one place; an action lands in another.
Ably 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.
Ably and Cardly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Cardly.