Review Cardly Gift Credit Activity from Slack
Keep gift credit questions from lingering by retrieving the relevant account history when the team asks.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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 credit changes can be confusing when recent activity is spread across account records.
- Retrieve Cardly gift credit history when a question arises.
- Make campaign planning easier with clearer credit activity context.
- Reduce delays caused by manual account review.
Setup
Build it in a few focused steps.
- 1Connect Slack and Cardly to Notis once in the portal.
- 2Create an automation in the portal or ask Notis conversationally.
- 3Give Notis one plain-language instruction to list Cardly gift credit history when Slack asks about gift credit activity.
- 4Pick Slack Channel Message Received as the trigger and choose where run reports should go.
- 5Test with a real gift credit question and confirm the relevant history is returned.
Questions about this workflow
Does this retrieve general account credit history?
No. This action retrieves gift credit history specifically.
Can the history be narrowed by time?
Cardly supports optional time-based filters. Describe the period in the instruction when the request includes one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Cardly. A trigger fires from one place; an action lands in another.
Slack 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 Channel Created Trigger
Triggered when a new channel is created in Slack.
Delete Invitation by Email
Tool to delete an invitation by email address. use when you need to invalidate an outstanding invitation immediately.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Delete Webhook
Tool to delete a webhook. use after confirming the webhook id to immediately cease all activity and event subscriptions for that webhook.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
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.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
List Credit History
Tool to list credit history records. use after checking account balance to review recent credits/debits.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
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.
Slack and Cardly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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