Make Cardly gift credit reconciliation easier
Gather gift credit activity before your next account review.
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 reconciliation takes extra effort when history is not gathered alongside the records used for review.
- Retrieve gift credit records for reconciliation.
- Organize returned activity for review.
- Use an explicit baseline supplied by your team.
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 prepare it for comparison with 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 confirm the comparison is useful.
Questions about this workflow
Does the action return our internal gift credit baseline?
No. Your team must provide the baseline or source data to compare against.
Is this a balance check?
No. It retrieves gift credit history records. Current balances are retrieved through a different action.
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.