Understand the credit activity behind your outreach
Keep relationship follow-up connected to a clear usage trail.
Trigger
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Action
List Credit History
Tool to list credit history records. use after checking account balance to review recent credits/debits.
Why this helps
Outreach activity and credit usage are often reviewed separately, making patterns hard to see.
- Improves usage visibility
- Supports campaign retrospectives
- Reduces disconnected reporting
Setup
Build it in a few focused steps.
- 1Connect Outlook and Cardly in Notis once.
- 2Create an automation for sent-message usage review.
- 3Tell Notis to retrieve relevant Cardly credit history and summarize activity connected to the sent message.
- 4Pick New Sent Message as the trigger.
- 5Choose a report channel, then test with one real sent email.
Questions about this workflow
Does the history identify a specific email?
Notis can only match using the message and history details available, plus your matching guidance.
Can this change account balances?
No. It only lists credit history records.
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.