Check Cardly credits before campaign plans are final
Know what credit is available before the team commits to a mailing plan.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Retrieve Account Balance
Retrieves your current account and gift credit balances.
Why this helps
Campaign planning slows down when nobody knows whether the Cardly account has enough credit.
- Make current account and gift credit visible at planning time.
- Reduce last-minute pauses caused by an unknown balance.
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 Cardly account and gift credit balances and summarize them for campaign planning.
- 4Choose the webhook trigger, select where run reports should go, and test with one real example.
Questions about this workflow
Does the balance check place an order?
No. The selected action only retrieves account and gift credit balances.
Does Agile CRM provide the trigger?
No Agile CRM trigger events are available in this package. An HTTP request to the Notis webhook starts this workflow.
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.