Know your Cardly balance before planning follow-up
Start a planned Agencyzoom follow-up session with a current Cardly credit snapshot in your run report.
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
Planning outreach without checking available credit can create a last-minute interruption when you are ready to act.
- See the account and gift credit balances returned by Cardly.
- Put the snapshot on a predictable schedule before outreach planning.
- Avoid manually opening Cardly just to check the current balance.
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Cardly once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve the Cardly account and gift credit balances and report the returned values.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and confirm the report reflects the Cardly response.
Questions about this workflow
Will this automatically buy or add credits?
No. The selected action only retrieves the current account and gift credit balances.
Can Notis determine how much credit planned outreach will need?
Only if you supply the planned outreach volume or other needed assumptions. The available action returns balances, not campaign cost estimates.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Cardly. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Cardly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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