See recent Cardly credit activity in one report
Make credit activity easier to scan during a regular operations review.
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
Credit changes are hard to follow when they require a separate manual lookup and interpretation.
- Bring recent credit history into a routine review.
- Summarize returned credit and debit records.
- Specify time filters in the instruction when needed.
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 summarize the period or time filters you specify.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real credit history retrieval and confirm the chosen period is reflected.
Questions about this workflow
Is this the same as checking current balance?
No. This action lists credit history records. Use the account balance action for current balances.
Can it include gift credit history?
Gift credit history is a separate action. This workflow focuses on account credit history.
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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