Review Recent Cardly Credit Activity
Keep recent Cardly credit and debit records easy to review during regular outreach operations checks.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Credit History
Lists account credit and debit transactions.
Why this helps
Account activity can be easy to overlook when deal follow-up and operational tasks compete for attention.
- Retrieve credit history records for review.
- Make recent account activity easier to inspect on a schedule.
- Keep credit history distinct from current balance checks.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Cardly once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for credit history review.
- 3Tell Notis to retrieve Cardly credit history records and summarize the returned activity for outreach operations review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and compare the summary with returned credit history.
Questions about this workflow
Does credit history show the current balance?
No. Use Retrieve Account Balance for current account and gift credit balances. This action retrieves credit history records.
Can it report gift credit history too?
This action is for credit history. Gift credit history has a separate Cardly action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Cardly. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity 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.