Keep Cardly Gift Credit Activity in View
A scheduled gift credit history report makes it easier to see recent entries without adding another manual account check to your week.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Gift Credit History
Tool to list gift credit history records for your organization. use when you need paginated gift credit entries with optional time-based filters.
Why this helps
Gift credits can be difficult to track when their history is separate from the balance you check during card planning.
- Review gift credit entries on a recurring schedule.
- Use available time-based filters when your review needs them.
- Keep gift credit activity separate and easy to spot.
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 gift credit history for the time period you need, using available time filters, and summarize entries for review.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one run and confirm the gift credit entries are reported.
Questions about this workflow
Can the workflow filter gift entries by time?
The action supports optional time-based filters. State the period you want in the instruction.
Does this include account credit history too?
No. This action retrieves gift credit history. Use List Credit History for account credit and debit records.
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
Tool to add a new contact list. use after defining name and optional custom fields, before populating the list with contacts.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Webhook
Tool to create a new webhook subscription. use when you need cardly to notify your application via http post for specific events.
Attendee Response Changed
Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.
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Tool to delete an invitation by email address. use when you need to invalidate an outstanding invitation immediately.
Event Canceled or Deleted
Triggers when a Google Calendar event is cancelled or deleted. Returns minimal data: event_id, summary (if available), and cancellation timestamp.
Delete Webhook
Tool to delete a webhook. use after confirming the webhook id to immediately cease all activity and event subscriptions for that webhook.
Event Starting Soon
Triggers when a calendar event is within a configured number of minutes from starting. Returns event details, time remaining, attendees, and join links when available.
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.
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).
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.
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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