Check Cardly credits on ClickUp status changes
Know whether Cardly credits are ready when work becomes send-ready.
Trigger
Task Status Updated
Triggers when a task's status changes. `changes[]` carries `StatusChange` entries only — ClickUp pre-filters server-side by event type. Lower traffic than subscribing to `CLICKUP_TASK_UPDATED` and pattern-matching `StatusChange`.
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
Outreach reaches the final stage before anyone checks whether the account can fund it.
- Catch funding gaps earlier
- Tie credit checks to real workflow progress
- Avoid last minute delivery pauses
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Cardly in Notis once.
- 2Create an automation named Status credit check.
- 3Tell Notis to retrieve Cardly balances after each status change and explain any risk.
- 4Pick the ClickUp Task Status Updated trigger and choose where reports go.
- 5Test with one task status update.
Questions about this workflow
Which balances are checked?
Notis retrieves the account and gift credit balances returned by Cardly.
Can it purchase credits?
No. This workflow only checks and reports current balances.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Cardly. A trigger fires from one place; an action lands in another.
Clickup triggers
Cardly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Clickup and Cardly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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