Keep Cardly Credit Balances Visible
A recurring balance check helps you see Cardly account and gift credits without having to remember to open the account and look.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Credit balances can be easy to forget until you are already trying to plan a card.
- Review account and gift credit balances on a schedule.
- Keep the result in your chosen report channel.
- Make card planning easier with a recent balance check.
Setup
Build it in a few focused steps.
- 1Connect Cardly once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to retrieve account and gift credit balances and include the result in the run report.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one run and confirm both balance types are reported.
Questions about this workflow
Does the check reserve or spend credits?
No. Retrieve Account Balance reads the current account and gift credit balances.
Can I run it when I need it instead?
This package uses a recurring schedule. You can also start an automation from a Notis webhook if you want a request-driven check.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Calendar to Cardly. A trigger fires from one place; an action lands in another.
Google Calendar triggers
Cardly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Calendar Event Changes
**SOON TO BE DEPRECATED** - Use Calendar Event Sync (polling trigger) instead. Real-time webhook trigger for calendar event changes. Returns event metadata only. For full event data, use Calendar Event Sync (polling trigger).
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Polling trigger that fires when a new calendar event is created. Returns event ID, summary, start/end times, and organizer info.
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Tool to list credit history records. use after checking account balance to review recent credits/debits.
Calendar Event Sync
Polling trigger that returns full event data including details, attendees, and metadata. For real-time notifications with basic info, use Calendar Event Changes (webhook).
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Connect any two apps with Notis in the middle.
Google Calendar and Cardly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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