Review Cardly gift credit activity regularly
Keep gift credit history visible in a recurring report, without adding another manual account check to your day.
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 be difficult to keep in view when account checks are only done during a campaign.
- Retrieve paginated gift credit history for routine review.
- Summarize returned entries and available time filters.
- Make gift credit activity easier to scan.
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 gift credit review.
- 3In one instruction, ask Notis to list Cardly gift credit history and summarize returned records, using time filters if specified.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real example and confirm the summary reflects the requested records.
Questions about this workflow
Is this the current gift credit balance?
No. This action lists gift credit history. Retrieve Account Balance is the separate action for current balances.
Can the report cover a specific time period?
The action supports optional time-based filters. Specify the desired period in the instruction, using the filter options available in Cardly.
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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