Keep Cardly gift credit activity in view
Include gift credit activity in your regular account review without another manual lookup.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Gift Credit History
Lists gift credit additions, deductions, and balance changes.
Why this helps
Gift credit records are easy to overlook when they live outside the team's usual review routine.
- Bring gift credit records into a recurring review.
- Summarize time-filtered records returned by Cardly.
- Keep the report in a channel your team checks.
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 gift credit history and summarize the timeframe you specify.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real gift credit history retrieval and confirm the report reflects the requested timeframe.
Questions about this workflow
Does this check the current gift credit balance?
No. It retrieves gift credit history records. Current balances are available through the account balance action.
Can it report activity for a chosen period?
The action supports optional time-based filters. State the period you want in your instruction.
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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