Reconcile card outreach with affiliate activity
Bring recent Cardly orders into a regular review so partner outreach is easier to reconcile.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Orders
Lists orders placed by your organisation.
Why this helps
Affiliate activity and customer card orders live in separate places, making periodic reconciliation easy to defer.
- Review a page of recent Cardly orders on a predictable cadence.
- Summarize orders in one report to reduce manual context switching.
- Compare orders to Adtraction activity only when you provide that activity or baseline.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Cardly once in the Notis portal.
- 2Create an automation in plain language from any channel, or in Automations, New Automation in the portal.
- 3Instruct Notis to retrieve recent Cardly orders and summarize them for reconciliation against Adtraction activity you provide.
- 4Pick the notis_cron trigger and choose where run reports go.
- 5Test with one real example and confirm the report states when comparison context is missing.
Questions about this workflow
Can Cardly orders be matched to Adtraction transactions automatically?
The listed Cardly action retrieves orders, but no shared transaction identifiers or Adtraction trigger events are specified. Provide the comparison context if you want Notis to assess a match.
What starts the review?
A recurring schedule starts it. Choose the cadence when configuring the notis_cron trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Cardly. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction 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.