Know your Cardly capacity when new relationships begin
Welcome new contacts with a clear view of what your outreach budget supports.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
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
A promising outreach idea can stall when credit availability is unknown.
- Prevents surprise credit shortages
- Supports timely welcome planning
- Keeps outreach decisions grounded
Setup
Build it in a few focused steps.
- 1Connect Outlook and Cardly in Notis once.
- 2Create an automation for new-contact capacity checks.
- 3Tell Notis to retrieve the Cardly account balance and summarize whether a welcome card campaign is feasible.
- 4Pick New Contact Added as the trigger.
- 5Choose a report channel, then test with one real contact.
Questions about this workflow
Does this spend credits?
No. Retrieving the account balance is a read-only check.
Can it check gift credits too?
Yes. Ask Notis to include the balances returned by Cardly.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Cardly. A trigger fires from one place; an action lands in another.
Outlook triggers
Cardly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Contact List
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.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Delete Invitation by Email
Tool to delete an invitation by email address. use when you need to invalidate an outstanding invitation immediately.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Delete Webhook
Tool to delete a webhook. use after confirming the webhook id to immediately cease all activity and event subscriptions for that webhook.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
List Credit History
Tool to list credit history records. use after checking account balance to review recent credits/debits.
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.
Outlook and Cardly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Cardly.