Know your Cardly credit before planning outreach
Put a balance check on the calendar so credit availability is easy to review during project planning.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Retrieve Account Balance
Retrieves your current account and gift credit balances.
Why this helps
Outreach planning stalls when nobody knows whether the Cardly account has enough credit for the next activity.
- Retrieve account and gift credit balances on a recurring schedule.
- Send the balance report to a selected channel.
- Make credit availability easier to include in outreach planning.
Setup
Build it in a few focused steps.
- 1Connect Acculynx and Cardly once in the Notis portal.
- 2Create an automation and ask Notis to report Cardly account and gift credit balances.
- 3Choose the recurring schedule trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real run and review the balance report.
Questions about this workflow
Does this add or purchase credit?
No. It retrieves and reports current balances.
Can it decide whether an order should be placed?
It can report the balance, but any spending threshold or decision rule must be provided in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Cardly. A trigger fires from one place; an action lands in another.
Acculynx triggers
Cardly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Contact List
Creates a new contact list.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Webhook
Creates a webhook subscription for event notifications.
Create Invitation
Sends an invitation to access the organization portal; if the email already has access, the API returns an error.
Delete Invitation by Email
Immediately revokes a pending invitation so it can no longer be accepted.
Delete Webhook
Immediately deletes a webhook and stops its activity and event subscriptions.
Delete Invitation
Immediately deletes an invitation, making it invalid for acceptance.
Generate Preview
Generates a low-quality, watermarked preview of a card.
List Artwork
Lists artwork currently available to your organisation.
Connect any two apps with Notis in the middle.
Acculynx 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.