Review Gift Credit Activity Before Planning Outreach
Keep gift credit history visible while you plan the next customer touch.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Gift Credit History
Lists gift credit additions, deductions, and balance changes.
Why this helps
Gift credit activity may be overlooked when it is tracked separately from the outreach plans that depend on it.
- Review gift credit entries with outreach context
- Surface time-based activity relevant to planning
- Keep account decisions grounded in available history
Setup
Build it in a few focused steps.
- 1Connect Airtop and Cardly once in the Notis portal.
- 2Create an automation by telling Notis what gift credit review you want, or use Automations, New Automation in the portal.
- 3In one instruction, ask Airtop to gather relevant outreach context and Cardly to list gift credit history for the period you specify.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real review period and confirm the report reflects the history returned by Cardly.
Questions about this workflow
Does this show the current gift credit balance?
No. It lists gift credit history records. Use the balance retrieval action when you need the current account and gift credit balances.
Can the report connect each gift credit record to a campaign?
Only if the history or supplied context contains enough information to make that connection. Unmatched records should be presented as unresolved.
Can I filter by a time period?
The action supports optional time-based filters. Specify the period in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Cardly. A trigger fires from one place; an action lands in another.
Airtop 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.
Airtop and Cardly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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