Check Cardly credit before campaign planning
See the current Cardly balances in a scheduled report before planning card activity.
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
A forgotten balance check can interrupt campaign planning and create avoidable follow-up.
- Retrieve current account and gift credit balances on a schedule.
- Make balance information easier to find when planning campaigns.
- Surface the result in a chosen run report channel.
Setup
Build it in a few focused steps.
- 1Connect Active Campaign and Cardly once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to retrieve and summarize the current Cardly account and gift credit balances.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and confirm the reported balances.
Questions about this workflow
Does the check change the balance?
No. The action retrieves current account and gift credit balances.
Can I use this to check a balance before each campaign?
This workflow runs on a recurring schedule. A campaign-specific check would need to be initiated through a webhook workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Cardly. A trigger fires from one place; an action lands in another.
Active campaign 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.
Active campaign 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.