Keep Cardly gift credit activity visible
Schedule a concise review of gift credit history so recent gift credit entries do not disappear into another account check.
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 credit activity can be difficult to track when it is reviewed only during campaign work.
- Keep gift credit activity visible on a schedule.
- Review paginated gift credit records in a report.
- Separate gift credit review from general campaign work.
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 Cardly gift credit history records.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and confirm the available date filters or records are useful.
Questions about this workflow
Does this show the current gift balance?
No. It retrieves gift credit history. Use Retrieve Account Balance to see the current gift credit balance.
Can it filter by time?
The action supports optional time-based filters; state the desired period in your instruction.
Does it report ordinary account credits too?
No. It reports gift credit history records specifically.
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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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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