Review Cardly credit activity at approval
Bring recent account credit activity into the approval moment, so the team can review the context before proceeding.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
List Credit History
Tool to list credit history records. use after checking account balance to review recent credits/debits.
Why this helps
Recent Cardly credits and debits can be hard to recall when an outreach task reaches approval.
- Surface recent credit activity at a decision point.
- Support a more informed approval review.
- Reduce separate account-history searches.
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 list recent Cardly credit history when a task moves into approval.
- 4Pick Asana's Task Moved to Section trigger and choose where run reports go.
- 5Test with one real approval task and review the returned history.
Questions about this workflow
Does this action check the current balance too?
No. It lists credit history records. Use Cardly's separate balance action if a current balance is needed.
Can it show all history?
The action lists credit history records. Pagination may be needed to review additional records.
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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Task Moved to Section
Triggers when a task is moved to a section in a project.
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Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
List Credit History
Tool to list credit history records. use after checking account balance to review recent credits/debits.
Task Updated
Triggers when a task is updated in a project.
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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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