Review Cardly credit history on demand
Answer credit questions with a focused history review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Credit History
Tool to list credit history records. use after checking account balance to review recent credits/debits.
Why this helps
Reconciling credits takes too long when history checks are manual and irregular.
- Speeds reconciliation
- Makes activity easier to explain
- Supports campaign budget reviews
Setup
Build it in a few focused steps.
- 1Connect Cardly in Notis.
- 2Create an automation named Credit History Webhook Review.
- 3Tell Notis to retrieve Cardly credit history for the period supplied in each request and summarize it.
- 4Pick a Notis webhook trigger and provide its endpoint to the authorized sender.
- 5Choose a report channel and test with one real period request.
Questions about this workflow
Can it retrieve gift credit history too?
Use the gift credit history action for gift-specific records.
What if no date range is provided?
Notis reports that a period is required for a focused review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Cardly. A trigger fires from one place; an action lands in another.
Fireflies 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.
Fireflies and Cardly, 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 Cardly.