Check Cardly credits alongside campaign updates
A campaign change can be a useful reminder to check whether the Cardly account has credits available for the planned work.
Trigger
Task Updated
Triggers when a task is updated in a project.
Action
Retrieve Account Balance
Tool to retrieve the current account and gift credit balances for your organisation. use after authenticating to verify available credit before placing orders.
Why this helps
Teams may plan card outreach without noticing that account or gift credits need attention.
- Make a balance check part of campaign upkeep.
- See account and gift credit balances in a run report.
- Reduce last-minute surprises before preparing card outreach.
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 account and gift credit balances when a campaign task is updated.
- 4Pick Asana's Task Updated trigger and choose where run reports go.
- 5Test with one real campaign task update and review the reported balances.
Questions about this workflow
Does this add credits to Cardly?
No. The action retrieves current account and gift credit balances only.
Can it tell whether the balance changed?
The action retrieves the current balance. A comparison would require a baseline to be supplied or recorded separately.
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.
Create Contact List
Tool to add a new contact list. use after defining name and optional custom fields, before populating the list with contacts.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Webhook
Tool to create a new webhook subscription. use when you need cardly to notify your application via http post for specific events.
Attachment Added to Task
Triggers when an attachment is added to a task.
Delete Invitation by Email
Tool to delete an invitation by email address. use when you need to invalidate an outstanding invitation immediately.
New Comment on Task
Triggers when a comment is added to a task in a project.
Delete Webhook
Tool to delete a webhook. use after confirming the webhook id to immediately cease all activity and event subscriptions for that webhook.
New Task Created
Triggers when a new task is created in a project.
Generate Preview
Tool to generate a low-quality, watermarked preview document for a card. use after confirming artwork and template details to estimate costs and delivery.
Task Moved to Section
Triggers when a task is moved to a section in a project.
List Artwork
Tool to retrieve the currently available artwork for your organisation. use when you need to list and paginate artwork items, optionally filtering to only your own artwork.
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.
List Fonts
Tool to list your currently available fonts. use after confirming authentication to explore font options in cardly.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Cardly.