Review recent Cardly credit activity in one report
A scheduled credit history summary helps you notice recent account activity without making another manual check.
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
Small account debits and credits are hard to keep in view when review depends on memory.
- Bring recent credit activity into a regular review.
- See credits and debits in one report.
- Reduce manual account history checks.
Setup
Build it in a few focused steps.
- 1Connect 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 and summarize recent Cardly credit history records.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and confirm the returned history is useful.
Questions about this workflow
Does this include gift credits?
No. This action lists account credit history. Gift credit history is a separate Cardly action.
Can it show just recent records?
The action returns paginated records. Use any supported date options in your instruction if available; otherwise the run report should reflect the records returned.
Does it reconcile the activity with orders?
No. Reconciliation requires order and transaction identifiers or rules that are available to the automation.
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.
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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.
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File Created
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Delete Webhook
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File Shared (Permissions Added)
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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
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