Review monitored changes with Cardly credit in view
Combine a scheduled look at Agenty findings with Cardly's current account and gift credit balances, so you can plan follow-up with fewer surprises.
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 customer outreach without knowing available Cardly credit creates avoidable interruptions and extra account checks.
- See available credit during the monitoring review.
- Plan customer cards with current account context.
- Reduce last-minute account checks before outreach.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Cardly once in the Notis portal.
- 2Create an automation and describe which monitoring findings and balance details to report.
- 3Pick a recurring Notis cron schedule.
- 4Choose where run reports should go.
- 5Test with one real run and confirm the reported balance context is clear.
Questions about this workflow
Does the balance check reserve credit for future cards?
No. It retrieves current account and gift credit balances only.
Can Notis compare findings with a previous run?
Only if the relevant history or baseline is available in the returned data or you supply it in the instruction.
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.