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Notis

Review Cardly credit history for an AnyDB campaign

Bring recent credit and debit records into a campaign review when they are needed.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

List Credit History

Lists account credit and debit transactions.

Why this helps

A campaign review can miss relevant account activity when credit history requires a separate lookup.

  • Retrieve paginated credit history records.
  • Support campaign reviews that need recent account activity.
  • Keep the lookup tied to a specific review request.

Setup

Build it in a few focused steps.

  • 1Connect AnyDB and Cardly once in the Notis portal.
  • 2Create an automation and describe the credit history review outcome in one instruction.
  • 3Pick the Notis webhook trigger for a campaign review that needs account history.
  • 4Choose where run reports should go.
  • 5Send one real review request to test the returned records.

Questions about this workflow

Does this retrieve gift credit history too?

No. This action retrieves credit history records. Gift credit history is a separate Cardly action.

Can it retrieve a specific time range?

Use the available action parameters when requesting the history; the request should specify the desired range if needed.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link AnyDB to Cardly. A trigger fires from one place; an action lands in another.

AnyDB triggers

Cardly actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Contact List

Creates a new contact list.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Webhook

Creates a webhook subscription for event notifications.

ActionInstant

Create Invitation

Sends an invitation to access the organization portal; if the email already has access, the API returns an error.

ActionInstant

Delete Invitation by Email

Immediately revokes a pending invitation so it can no longer be accepted.

ActionInstant

Delete Webhook

Immediately deletes a webhook and stops its activity and event subscriptions.

ActionInstant

Delete Invitation

Immediately deletes an invitation, making it invalid for acceptance.

ActionInstant

Generate Preview

Generates a low-quality, watermarked preview of a card.

ActionInstant

List Artwork

Lists artwork currently available to your organisation.

ActionInstant

Connect any two apps with Notis in the middle.

AnyDB and Cardly, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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