Know your Cardly balance before planning outreach
Put account and gift credit balances in a recurring report, ready when you plan your next card campaign.
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
Checking balances only when an order is imminent can interrupt campaign planning and create avoidable last-minute work.
- See current account and gift credit balances in a run report.
- Build a lightweight balance check into an existing routine.
- Plan outreach with current balance information.
Setup
Build it in a few focused steps.
- 1Connect Cardly once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the balance review.
- 3In one instruction, ask Notis to retrieve and summarize the current account and gift credit balances.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real example and verify the report shows the returned balances.
Questions about this workflow
Does this workflow place an order?
No. It retrieves current balances only; it does not place orders or change credit.
Can it predict how many cards the balance will cover?
No cost or delivery estimate is included. Any estimate would need pricing and campaign assumptions supplied separately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Cardly. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell 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.