Reconcile Cardly gift credits during campaign cleanup
Keep gift credit records visible when campaign folders are removed.
Trigger
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
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
Campaign deletion can hide recent gift credit activity from the cleanup review.
- Improve financial traceability
- Catch cleanup discrepancies
- Reduce manual account checks
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Cardly in Notis once.
- 2Create an automation for gift credit reconciliation.
- 3Tell Notis to retrieve recent Cardly gift credit history when a gift campaign folder is deleted and summarize relevant entries.
- 4Pick the OneDrive item deleted trigger and choose a report channel.
- 5Test with one archived gift campaign.
Questions about this workflow
Can it reverse credits?
No. It only retrieves gift credit history for reconciliation.
Can dates be used for filtering?
Yes, if the deletion context includes a useful campaign period.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Cardly. A trigger fires from one place; an action lands in another.
One 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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OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
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Tool to list credit history records. use after checking account balance to review recent credits/debits.
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Connect any two apps with Notis in the middle.
One drive and Cardly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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