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Check available Cardly credits when base settings change

A change to the base's name or access can be a useful checkpoint for campaign planning. Have Notis surface current Cardly balances.

Trigger

Base Metadata Changed

Triggers when an existing Airtable base changes its name or permission level.

Action

Retrieve Account Balance

Tool to retrieve the current account and gift credit balances for your organisation. use after authenticating to verify available credit before placing orders.

Why this helps

Planning outreach across tools can leave available sending credits out of sight until the last minute.

  • Bring current Cardly balances into a change-triggered review
  • See account and gift credits together
  • Make credit availability easier to consider during campaign planning

Setup

Build it in a few focused steps.

  • 1Connect Airtable and Cardly once in the Notis portal.
  • 2Create an automation for checking campaign credits.
  • 3Tell Notis to retrieve Cardly account and gift credit balances when the Airtable base name or permission level changes and report them.
  • 4Pick Airtable Base Metadata Changed as the trigger and choose where run reports go.
  • 5Test with one real base metadata change event.

Questions about this workflow

Does this place an order or spend credits?

No. The action retrieves balances only.

Does an Airtable permission change alter Cardly access?

No. The trigger detects an Airtable base name or permission change. The Cardly action only reports current balances.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Airtable to Cardly. A trigger fires from one place; an action lands in another.

Airtable triggers

Cardly actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Contact List

Tool to add a new contact list. use after defining name and optional custom fields, before populating the list with contacts.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Webhook

Tool to create a new webhook subscription. use when you need cardly to notify your application via http post for specific events.

ActionInstant

Base Metadata Changed

Triggers when an existing Airtable base changes its name or permission level.

TriggerPolling

Delete Invitation by Email

Tool to delete an invitation by email address. use when you need to invalidate an outstanding invitation immediately.

ActionInstant

Base Schema Changed

Triggers when tables, fields, or views change in an Airtable base.

TriggerPolling

Delete Webhook

Tool to delete a webhook. use after confirming the webhook id to immediately cease all activity and event subscriptions for that webhook.

ActionInstant

User Profile Changed

Triggers when the connected Airtable user's profile information changes.

TriggerPolling

Generate Preview

Tool to generate a low-quality, watermarked preview document for a card. use after confirming artwork and template details to estimate costs and delivery.

ActionInstant

View Created

Triggers when a new view is created in an Airtable base.

TriggerPolling

List Artwork

Tool to retrieve the currently available artwork for your organisation. use when you need to list and paginate artwork items, optionally filtering to only your own artwork.

ActionInstant

View Deleted

Triggers when a previously known Airtable view is deleted.

TriggerPolling

List Credit History

Tool to list credit history records. use after checking account balance to review recent credits/debits.

ActionInstant

View Metadata Changed

Triggers when an Airtable view changes its name or type.

TriggerPolling

List Fonts

Tool to list your currently available fonts. use after confirming authentication to explore font options in cardly.

ActionInstant

Connect any two apps with Notis in the middle.

Airtable and Cardly, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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