Check Cardly credits before campaign work proceeds
Spot a possible credit shortfall while there is still time to plan around it.
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
A campaign can be planned in Agiled while the available Cardly balance goes unchecked until the work is ready to proceed.
- Combines a scheduled balance check with active campaign context.
- Reports account and gift credit balances for review.
- Flags possible mismatches without assuming campaign costs that are not provided.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Cardly once in the Notis portal.
- 2Create an automation asking Notis to review active campaign plans and retrieve Cardly account balances.
- 3Describe in one instruction which active plans should be included and how to report missing cost information.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real campaign plan and review the report.
Questions about this workflow
Can this calculate whether credits will cover every campaign?
Only if the campaign cost information is available. The balance action returns current balances, and Notis should flag missing cost data instead of estimating.
Does this add credits or place orders?
No. The available Cardly action retrieves account and gift credit balances for reporting.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Cardly. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled 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.