Include Cardly gift credit history in your review
A scheduled Notis roundup can bring Agenty findings and Cardly gift credit history into one report for more informed customer outreach planning.
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
Account activity is easy to overlook when monitoring changes and planning customer gestures happen in separate routines.
- Keep gift credit activity visible in a planned review.
- Consider relevant account history alongside monitored changes.
- Reduce separate checks when preparing customer outreach.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Cardly once in the Notis portal.
- 2Create an automation and describe which findings and gift credit history to include.
- 3Pick a recurring Notis cron schedule.
- 4Choose where run reports should go.
- 5Test with one real run and check that the returned history is useful.
Questions about this workflow
Does this add or spend gift credit?
No. It lists gift credit history records; it does not change balances or send cards.
Can the report identify which monitoring change relates to a gift credit entry?
Only if the records include that relationship or you supply the necessary context.
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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