Check available Cardly credits at campaign kickoff
When a new campaign brief is created, bring current Cardly account and gift credit balances into the kickoff report.
Trigger
File Created
Triggers when a new file is created in Google Drive.
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
Campaign planning can get underway before anyone checks whether the account has available credit.
- Make current credit visible at campaign kickoff.
- Include account and gift balances in planning context.
- Reduce late surprises during card planning.
Setup
Build it in a few focused steps.
- 1Connect Google Drive and Cardly once in the Notis portal.
- 2Create a new automation in the portal or tell Notis from any channel.
- 3In one instruction, ask Notis to retrieve current Cardly account and gift balances when a new campaign brief is created.
- 4Pick the Google Drive File Created trigger and choose where run reports should go.
- 5Test with a real new campaign brief.
Questions about this workflow
Does a balance check confirm a campaign is affordable?
No. It provides current balances; campaign costs must be supplied or estimated using available Cardly preview information.
Which files should trigger it?
Identify campaign briefs in your instruction so Notis can apply the balance check to relevant new files.
Does this place an order?
No. The workflow only retrieves current balances.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Cardly. A trigger fires from one place; an action lands in another.
Google Drive 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.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
Delete Invitation by Email
Tool to delete an invitation by email address. use when you need to invalidate an outstanding invitation immediately.
File Created
Triggers when a new file is created in Google Drive.
Delete Webhook
Tool to delete a webhook. use after confirming the webhook id to immediately cease all activity and event subscriptions for that webhook.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
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.
File Shared (Permissions Added)
Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.
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.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
List Credit History
Tool to list credit history records. use after checking account balance to review recent credits/debits.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
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 Drive and Cardly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Cardly.