Check Cardly gift credit history for new deals
Use recent gifting activity to guide the next relationship touch.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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
Gift outreach can feel repetitive when past credit activity is invisible during deal review.
- Surfaces recent gifting activity
- Supports more thoughtful follow-up
- Reduces duplicate gestures
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Cardly once.
- 2Create an automation for gift credit history review.
- 3Tell Notis to list relevant Cardly gift credit history for each new deal.
- 4Choose New Deal Received as the trigger.
- 5Select a report channel and test with one deal.
Questions about this workflow
Does this show all historical records?
It retrieves the history available through Cardly, with filters you can request when supported.
Does it send a gift?
No, it only provides history for planning.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Cardly. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Cardly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Contact List
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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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Tool to create a new webhook subscription. use when you need cardly to notify your application via http post for specific events.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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New Note Received Trigger
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New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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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.
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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.
Pipedrive 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.