Keep Gift Credit Activity in View
Review gift credit history as a separate, scheduled part of outreach operations planning.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Gift Credit History
Lists gift credit additions, deductions, and balance changes.
Why this helps
Gift credit activity can be easy to miss when it is reviewed separately from deal and relationship work.
- Retrieve gift credit history entries for review.
- Keep gift credit activity distinct from general credit history.
- Make time-based review easier with optional filters.
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 gift credit history review.
- 3Tell Notis to retrieve Cardly gift credit history with any time filters specified in the request and summarize returned entries.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and confirm the returned time range is clear.
Questions about this workflow
Does this show the current gift credit balance?
No. Retrieve Account Balance returns current account and gift credit balances. This action retrieves gift credit history records.
Can it filter by time?
The action supports optional time-based filters. Specify the time range you want in the automation instruction or request.
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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