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Notis

Check Cardly readiness after access changes

Pair workspace access reviews with a quick account readiness check.

Trigger

Sharing Permission Added or Removed

Sharing Permission Added or Removed

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

Access changes often happen during handoffs when credit readiness is easy to overlook.

  • Support smoother handoffs
  • Surface account constraints
  • Reduce overlooked operational checks

Setup

Build it in a few focused steps.

  • 1Connect OneDrive and Cardly in Notis once.
  • 2Create an automation for balance checks after access changes.
  • 3Tell Notis to retrieve Cardly account and gift credit balances when OneDrive sharing permissions change.
  • 4Pick the OneDrive sharing permission trigger and choose a report channel.
  • 5Test with one controlled handoff.

Questions about this workflow

Why check balances during an access change?

Handoffs often coincide with campaign ownership changes and readiness reviews.

Does this expose private Cardly data?

The report uses the connected Cardly organisation account.

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.

TriggerScheduled

Create Contact List

Tool to add a new contact list. use after defining name and optional custom fields, before populating the list with contacts.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Webhook

Tool to create a new webhook subscription. use when you need cardly to notify your application via http post for specific events.

ActionInstant

Onedrivebasetrigger

Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.

TriggerPolling

Delete Invitation by Email

Tool to delete an invitation by email address. use when you need to invalidate an outstanding invitation immediately.

ActionInstant

OneDrive File Created Trigger

Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.

TriggerPolling

Delete Webhook

Tool to delete a webhook. use after confirming the webhook id to immediately cease all activity and event subscriptions for that webhook.

ActionInstant

File Updated

Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.

TriggerPolling

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.

ActionInstant

OneDrive Folder Created Trigger

Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.

TriggerPolling

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.

ActionInstant

OneDrive Item Deleted Trigger

Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.

TriggerPolling

List Credit History

Tool to list credit history records. use after checking account balance to review recent credits/debits.

ActionInstant

Item Moved or Renamed

Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.

TriggerPolling

List Fonts

Tool to list your currently available fonts. use after confirming authentication to explore font options in cardly.

ActionInstant

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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