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Check Cardly credits after campaign emails

See the available Cardly balances when you send an email about an upcoming campaign.

Trigger

Email Sent

Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.

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

Campaign planning can move ahead in email while nobody checks whether the Cardly account has enough credit.

  • Surface current account and gift credit balances after relevant sent emails.
  • Reduce a separate manual balance check.
  • Send the retrieved balance to your chosen report channel.

Setup

Build it in a few focused steps.

  • 1Connect Gmail and Cardly once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name and prompt.
  • 3Tell Notis to retrieve the Cardly account and gift credit balances after a sent campaign email and summarize them in the run report.
  • 4Pick Email Sent as the trigger and choose where run reports go.
  • 5Test with one real sent campaign email and review the reported balances.

Questions about this workflow

Does this estimate the cost of a campaign?

No. It retrieves current account and gift credit balances. Campaign cost estimates require separate information.

Can it check after every sent email?

The Email Sent trigger fires for messages sent by the authenticated user. You can describe which campaign-related messages matter in the instruction, but you do not build filters in the trigger setup.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Gmail to Cardly. A trigger fires from one place; an action lands in another.

Gmail triggers

Cardly actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Contact List

Tool to add a new contact list. use after defining name and optional custom fields, before populating the list with contacts.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Webhook

Tool to create a new webhook subscription. use when you need cardly to notify your application via http post for specific events.

ActionInstant

Email Sent

Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.

TriggerPolling

Delete Invitation by Email

Tool to delete an invitation by email address. use when you need to invalidate an outstanding invitation immediately.

ActionInstant

New Gmail Message Received Trigger

Triggers when a new message is received in Gmail.

TriggerPolling

Delete Webhook

Tool to delete a webhook. use after confirming the webhook id to immediately cease all activity and event subscriptions for that webhook.

ActionInstant

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.

ActionInstant

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.

ActionInstant

List Credit History

Tool to list credit history records. use after checking account balance to review recent credits/debits.

ActionInstant

List Fonts

Tool to list your currently available fonts. use after confirming authentication to explore font options in cardly.

ActionInstant

Connect any two apps with Notis in the middle.

Gmail and Cardly, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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