Check Cardly Credits as Salesforce Opportunities Change
Keep card campaign planning grounded in the credits currently available in Cardly.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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
Campaign planning can stall when nobody knows whether the Cardly account has enough available credit.
- Surface current Cardly and gift credit balances during opportunity planning.
- Avoid a separate manual balance check.
- Give the team a timely planning reference.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Cardly once in the Notis portal.
- 2Create an automation by describing the outcome, or use Automations, New Automation in the portal.
- 3Ask Notis to retrieve Cardly account and gift credit balances when an opportunity is created or updated, and include the opportunity context in the report.
- 4Pick the Salesforce New or Updated Opportunity trigger and choose where run reports go.
- 5Test with one real opportunity change and review the balance report.
Questions about this workflow
Does the balance check reserve credits for an opportunity?
No. It retrieves current balances and does not reserve or spend credits.
Can this say whether credits cover a campaign?
Only if you provide the expected campaign cost or Notis can derive it from available data. The balance action returns current account and gift credit balances.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Cardly. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Delete Invitation by Email
Tool to delete an invitation by email address. use when you need to invalidate an outstanding invitation immediately.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Delete Webhook
Tool to delete a webhook. use after confirming the webhook id to immediately cease all activity and event subscriptions for that webhook.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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 Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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 Lead Trigger
Triggers when a new Lead is created in Salesforce.
List Credit History
Tool to list credit history records. use after checking account balance to review recent credits/debits.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce and Cardly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Cardly.