Keep a current view of cards tied to agreement programs
A recurring snapshot gives you a place to review available cards before planning the next round of agreement-related recognition or customer follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Gift Cards
Tool to list gift cards. Use when you need to retrieve gift cards with optional filters.
Why this helps
Planning commitments across several agreements without a current card view creates avoidable uncertainty.
- Makes gift card availability visible during program planning.
- Helps a founder catch possible supply questions before making a commitment.
- Reduces the need to open Gift Up each time a program review comes around.
Setup
Build it in a few focused steps.
- 1Connect Documenso and Gift Up to Notis once through the portal.
- 2Create an automation that retrieves Gift Up gift cards for a recurring review of your agreement programs.
- 3Choose a schedule that matches program planning, such as weekly or monthly.
- 4Choose a run-report channel and test against one current program agreement.
Questions about this workflow
Does this reserve cards for a program?
No. It retrieves the gift card list for planning and review.
Can the results confirm a future card will be available?
No. A snapshot reflects the information returned at the time it runs; recheck before making a commitment.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Documenso to Gift up. A trigger fires from one place; an action lands in another.
Documenso triggers
Gift up actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Checkout Settings
Tool to retrieve the current checkout settings. Use when you need to display or audit your checkout configuration.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Company Details
Tool to retrieve company details. Use when you need to fetch the current company associated with the API key.
List Gift Cards
Tool to list gift cards. Use when you need to retrieve gift cards with optional filters.
List Item Groups
Tool to list item groups. Use when you need to retrieve all item groups for filtering items by group.
List Items
Tool to list items. Use when you need to retrieve all items available for sale, optional filter by groupId.
List Locations
Tool to list all locations. Use when you need to retrieve all locations associated with the account.
List Report Transactions
Tool to list report transactions with optional filters. Use after setting desired filters to retrieve transactions report.
List GiftUp Users
Tool to list all users. Use when you need to retrieve all users who have access to your Gift Up! account.
Connect any two apps with Notis in the middle.
Documenso and Gift up, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Gift up.