Review Cardly gift credit history after a budget update
Tie planning changes to the gift credit activity behind them.
Trigger
Document Updated
Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.
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 budget revisions require manual account checks that are easy to postpone or forget.
- Speed reconciliation
- Spot unexpected activity
- Keep budget reviews connected to plans
Setup
Build it in a few focused steps.
- 1Connect Google Docs and Cardly in Notis once.
- 2Create an automation for updated gifting plans.
- 3Tell Notis to retrieve Cardly gift credit history and compare recent entries with the changed plan context.
- 4Pick Document Updated as the trigger.
- 5Choose a report channel and test with one budget document.
Questions about this workflow
Does this change credit balances?
No. It only retrieves gift credit history for comparison.
Can it review a date range?
Include the relevant dates in the document so Notis can request and summarize the appropriate history.
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.
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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.
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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.
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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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