Bring Cardly gift credit history into task discussions
A task comment can prompt a focused look at gift credit activity, keeping a useful account detail near the conversation.
Trigger
New Comment on Task
Triggers when a comment is added to a task in a project.
Action
List Gift Credit History
Tool to list gift credit history records for your organization. use when you need paginated gift credit entries with optional time-based filters.
Why this helps
Gift credit records are easy to overlook when questions arise in the middle of project work.
- Bring gift credit context into task-related review.
- Reduce manual searching for gift credit entries.
- Retrieve paginated entries with optional time-based filters.
Setup
Build it in a few focused steps.
- 1Connect Asana and Cardly once in the Notis portal.
- 2Create an automation by telling Notis the outcome in plain language.
- 3In one instruction, ask Notis to retrieve Cardly gift credit history when a task comment requests an account review.
- 4Pick Asana's New Comment on Task trigger and choose where run reports go.
- 5Test with one real account review comment and inspect the results.
Questions about this workflow
Does this retrieve account credit history too?
No. It retrieves gift credit history records for the organization.
Can the results cover a time period?
The action supports optional time-based filters and pagination.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Cardly. A trigger fires from one place; an action lands in another.
Asana triggers
Cardly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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Connect any two apps with Notis in the middle.
Asana and Cardly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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