Review Cardly credit activity when planning follow-up
Let Notis retrieve recent Cardly credit history when a meaningful monitored change starts an outreach planning conversation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Credit History
Lists account credit and debit transactions.
Why this helps
Checking account credit activity separately from the event that prompted outreach creates needless interruption.
- Review recent credit and debit records in context.
- Bring account activity into the alert follow-up.
- Spend less time navigating between tools.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Cardly once in the Notis portal.
- 2Create an automation and describe which alerts should prompt a credit history review.
- 3Pick the Notis webhook trigger.
- 4Choose where run reports should go.
- 5Test with one real request and confirm the returned history meets your needs.
Questions about this workflow
Does the action check the current account balance?
No. It lists credit history records. Use the separate balance action when you need current account and gift credit balances.
Will it change any credit?
No. This is a history lookup only.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Cardly. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty 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.