Run a scheduled Cardly balance check
Get a predictable credit snapshot before campaigns run short.
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 are easy to overlook until a campaign is ready to launch.
- Prevent last minute funding issues
- Create a predictable review habit
- Keep stakeholders informed
Setup
Build it in a few focused steps.
- 1Connect Cardly in Notis once.
- 2Create an automation for recurring balance reviews.
- 3Tell Notis to retrieve account and gift credit balances and call out material changes or low balances.
- 4Pick a Notis cron schedule.
- 5Choose a report channel and test it once with a live balance.
Questions about this workflow
Can this run weekly?
Yes. Choose the recurring schedule that matches your planning rhythm.
Does it make purchases?
No. It is a read-only balance report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Docs to Cardly. A trigger fires from one place; an action lands in another.
Google Docs 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.
New Document Created
Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.
Delete Invitation by Email
Tool to delete an invitation by email address. use when you need to invalidate an outstanding invitation immediately.
Document Deleted
Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed.
Delete Webhook
Tool to delete a webhook. use after confirming the webhook id to immediately cease all activity and event subscriptions for that webhook.
Document Placeholder Filled
Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.
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.
Document Search Update
Triggers when a Google Doc matching a user-defined search query is newly created or updated since the last poll. This trigger uses timestamp filtering to efficiently monitor documents.
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.
Document Structure Changed
Triggers when a Google Doc's structure changes (headers/footers added/removed, tables/images count changes). This trigger monitors a specific document for structural changes like: - Headers added or removed - Footers added or removed - Tables added or removed - Images (inline objects) added or removed - Positioned objects added or removed - Footnotes added or removed
List Credit History
Tool to list credit history records. use after checking account balance to review recent credits/debits.
Document Updated
Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.
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 Docs and Cardly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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