Keep Cardly credit activity easy to review
Bring Cardly credit history into a regular report to reduce the effort of checking account activity by hand.
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
Account activity is easy to postpone reviewing when it requires leaving the workflow you are already in.
- Retrieve paginated Cardly credit history for review.
- Summarize returned credit and debit records.
- Make account activity checks part of a predictable routine.
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 credit history review.
- 3In one instruction, ask Notis to list Cardly credit history and summarize the returned records, including pagination as needed.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real example and check that the summary matches the records returned.
Questions about this workflow
Can the report explain why a credit or debit occurred?
Only when that explanation is included in the records returned by Cardly. The workflow should not infer a reason that is absent.
Is this the same as checking available balance?
No. This action lists credit history. Retrieve Account Balance is a separate action for current account and gift credit balances.
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.