Check card credits before outreach day
See Cardly account and gift credit balances before a planned outreach run, while there is still time to address a shortfall.
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
Finding out that credits need attention at the point of sending can stall a time-sensitive client follow-up.
- Review available account and gift credits before planned outreach.
- Surface possible credit constraints early enough to respond.
- Avoid a last-minute context switch to check balances manually.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Cardly once in the Notis portal.
- 2Create an automation that retrieves balances and reports them against your planned outreach context.
- 3Pick a recurring Notis schedule and choose where run reports should go.
- 4Run once before a real outreach cycle and check the balance summary.
Questions about this workflow
Can this determine exactly how many cards the balance will cover?
Not unless the required pricing and campaign assumptions are provided. The workflow reports the balances Cardly returns.
Does it place any orders?
No. It only retrieves current account and gift credit balances.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Cardly. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Cardly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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