Know your Cardly balance before outreach begins
Get a simple balance check before outreach turns into an unexpected blocker.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Retrieve Account Balance
Retrieves your current account and gift credit balances.
Why this helps
A planned campaign can stall when nobody knows whether the Cardly account has enough credit.
- Check both account and gift credit balances.
- See balance reports in a chosen channel.
- Compare available funds to a threshold you provide.
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's account and gift credit balances and compare them with your stated threshold.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real balance check and confirm your threshold is included.
Questions about this workflow
Will this top up Cardly credit?
No. It retrieves and reports balances only.
Can Notis decide how much credit is enough?
Provide the threshold you want it to use. Notis cannot infer your campaign's budget.
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.