Keep gift credit activity in view as you plan outreach
See relevant customer moments alongside recent Cardly gift credit entries.
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 forgotten when it is reviewed separately from the customer opportunities it may support.
- Schedule regular reviews of gift credit entries.
- Pair the review with relevant web research.
- Receive a single report for account and outreach planning.
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 gift-credit-history review outcome in one instruction.
- 3Pick a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real example and a suitable time range.
Questions about this workflow
Can I filter gift credit records by time?
The action supports optional time-based filters and pagination. Include the period you want to review in the instruction.
Does this action check the current gift credit balance?
No. It retrieves gift credit history records. Use the separate account balance action to retrieve current balances.
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
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.