Check account credit while planning customer cards
See upcoming outreach opportunities and Cardly's current account and gift credit balances in one 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
Outreach plans can hit a pause when account credit is unknown until the moment you are ready to act.
- Review public signals for upcoming outreach opportunities.
- Retrieve current account and gift credit balances.
- Know the available balance while preparing a plan.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Cardly once in the Notis portal.
- 2Create an automation and describe the research and balance-check outcome in one instruction.
- 3Pick a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real example.
Questions about this workflow
Does checking the balance place an order?
No. It retrieves the current account and gift credit balances without placing an order.
Can this determine whether a specific campaign is affordable?
It can report the balance alongside your research. A reliable cost assessment needs the relevant campaign cost or estimate to be available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Cardly. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql 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.