Review Cardly credit history alongside campaign slides
See recent credit movement when a campaign milestone enters the deck.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Action
List Credit History
Tool to list credit history records. use after checking account balance to review recent credits/debits.
Why this helps
Budget reviews are harder when credit activity lives outside the campaign planning flow.
- Adds financial context to milestones
- Supports quicker budget reviews
- Creates an audit trail for campaign planning
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Cardly in Notis once.
- 2Create an automation named Slide credit history review.
- 3Tell Notis to retrieve recent Cardly credit history and summarize items relevant to the campaign described by the new slide.
- 4Pick New Slide Added as the trigger.
- 5Choose a report channel and test with one milestone slide.
Questions about this workflow
Does it know which charges belong to the slide?
Only if the slide supplies identifying context such as a campaign name.
Can it show gift credit activity?
Use the separate gift credit history action when that is required.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Cardly. A trigger fires from one place; an action lands in another.
Google Slides 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.
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New Slide Added
Fires when a new slide is added to a Google Slides presentation.
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List Credit History
Tool to list credit history records. use after checking account balance to review recent credits/debits.
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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 Slides and Cardly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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