Make Cardly credit activity easier to review
A regular history summary helps you scan returned credits and debits without paging through records yourself.
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
Small account changes can be hard to track when reviewing activity is an occasional manual task.
- Summarize returned credit and debit entries.
- Review account activity on a schedule.
- Reduce repetitive history checks.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Cardly once in the Notis portal.
- 2Create an automation to retrieve credit history and summarize the returned records.
- 3Pick a recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one real credit history request.
Questions about this workflow
Does this report include gift credit activity?
This action retrieves credit history records; gift credit history is available through a separate Cardly action.
Can it explain why a credit changed?
It can summarize reasons included in the returned history, but it cannot infer missing explanations.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Cardly. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api 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.