Make Cardly credit reconciliation easier to review
Collect the credit history in one place before comparing it with your records.
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
Reconciling account activity is frustrating when history and internal records must be gathered separately.
- Retrieve account credit history for reconciliation.
- Organize returned records for a focused review.
- Make any comparison baseline explicit and user supplied.
Setup
Build it in a few focused steps.
- 1Connect Anthropic administrator and Cardly once in Notis.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to retrieve Cardly credit history and prepare it for comparison against the baseline you provide.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real history retrieval and a known baseline to check the comparison.
Questions about this workflow
Can Notis supply our accounting baseline?
No. Provide the baseline or source data you want used; it is not returned by the credit history action.
Will this change account credits?
No. It retrieves history and prepares a report only.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anthropic administrator to Cardly. A trigger fires from one place; an action lands in another.
Anthropic administrator 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.
Anthropic administrator 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.