Review gift credit activity each month
Put gift credit history on a monthly review rhythm and get a concise account of the returned entries.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Gift Credit History
Lists gift credit additions, deductions, and balance changes.
Why this helps
Gift credit activity can fade from view between occasional account checks.
- Review gift credit activity regularly.
- Summarize records for the selected period.
- Make recurring account reviews more consistent.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Cardly once in the Notis portal.
- 2Create an automation to retrieve and summarize gift credit history for the chosen monthly period.
- 3Pick a recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one real gift credit history request.
Questions about this workflow
Does the workflow know which period to review?
Describe the period in the automation instruction, using the available time-based filters.
Does this differ from the account balance check?
Yes. It reviews gift credit history records rather than retrieving the current balance.
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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