Know Your Cardly Balance While Planning Outreach
Add a balance check to your outreach planning routine so available Cardly credits are visible before you plan 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 planned outreach task can be delayed when account credit is only checked at the last minute.
- See current account and gift credit balances in a run report.
- Include a practical readiness check in outreach planning.
- Reduce last-minute account 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 the outreach balance check.
- 3Tell Notis to retrieve Cardly account and gift credit balances and report them alongside the outreach planning context you provide.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and confirm the balance report is clear.
Questions about this workflow
Does this place an order or spend credits?
No. Retrieve Account Balance reads the current balances.
Does it estimate the cost of a planned card?
No. This action returns balances only. Use a supported preview workflow for an estimate, and do not infer cost from the balance.
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
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.