Make Cardly credit activity easier to reconcile
See credit movement in a regular review before campaign accounting piles up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Credit History
Lists account credit and debit transactions.
Why this helps
Credits and debits are easy to miss when mailing activity and account records are reviewed at different times.
- Bring recent credits and debits into a recurring review.
- Make campaign reconciliation easier to start.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Cardly once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
- 3In one instruction, ask Notis to retrieve recent Cardly credit history and summarize transactions relevant to campaign reconciliation.
- 4Choose a recurring schedule, select where run reports should go, and test with one real example.
Questions about this workflow
Is this the same as checking the current balance?
No. This action lists credit history records. Use a separate balance check when you need current account and gift credit balances.
Can the workflow match each transaction to an Agile CRM campaign?
The listed Cardly action returns credit history; campaign identifiers and an Agile CRM lookup are not specified. Only request matching if the needed data is supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Cardly. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM 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.