Review Cardly Credit and Debit Activity Regularly
A recurring credit history report helps you review account activity without needing to remember to check it manually.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Credit History
Tool to list credit history records. use after checking account balance to review recent credits/debits.
Why this helps
Credit and debit records are easy to overlook when they require a separate, manual account check.
- Review recent credits and debits on a schedule.
- Keep account activity visible in your selected report channel.
- Support regular account reviews with retrieved history.
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 Cardly credit history for the available time range and summarize recent credits and debits for review.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one run and confirm the history summary is clear.
Questions about this workflow
Is this the same as checking current balance?
No. List Credit History returns credit history records. Retrieve Account Balance returns current account and gift credit balances.
Can I filter the records by date?
The action description says recent records can be reviewed but does not specify exact filters. Notis can summarize returned records; only rely on date filtering if available from the Cardly action.
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.
Create Contact List
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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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Attendee Response Changed
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Delete Webhook
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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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Event Created
Polling trigger that fires when a new calendar event is created. Returns event ID, summary, start/end times, and organizer info.
List Credit History
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).
List Fonts
Tool to list your currently available fonts. use after confirming authentication to explore font options in cardly.
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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