Know Your Cardly Balance Before Campaign Work
See current card and gift credit balances as part of a regular campaign readiness check.
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 reach the card preparation stage before anyone has checked whether the Cardly account has available credit.
- Retrieve current account and gift credit balances on a schedule.
- Bring balance information into a regular campaign readiness report.
- Reduce last-minute account checks during campaign preparation.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Cardly once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Ask Notis to retrieve Cardly account and gift credit balances and summarize them with relevant Agility campaign plans or schedules.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real campaign planning example and confirm the reported balances.
Questions about this workflow
Does checking the balance reserve credit?
No. The action retrieves current account and gift credit balances.
Can this tell me the exact cost of a future mail campaign?
No. A balance check does not calculate future order costs. Use Cardly's preview action and review its estimate for a card when available.
What if campaign dates are not in Agility CMS?
Provide the relevant schedule in your prompt or another available input. Notis cannot infer dates that the connected content does not contain.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Cardly. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms 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.