Review Cardly gift credit history from WhatsApp
Keep gift credit questions moving with a focused Cardly history lookup triggered from WhatsApp.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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 activity can be overlooked when the question arrives in chat and the records require a separate lookup.
- Clarify gift credit activity faster
- Reduce manual account checks
- Create a concise review record
Setup
Build it in a few focused steps.
- 1Connect Timelinesai and Cardly in the Notis portal once.
- 2Create an automation that detects WhatsApp questions about gift credit activity and asks Cardly to list relevant gift credit history entries.
- 3Pick the Timelinesai New WhatsApp Message Received trigger.
- 4Choose where reports go and test with one real gift credit question.
Questions about this workflow
Can it filter by dates?
Ask Notis to include the time window from the message when Cardly supports time-based filters.
Does this change gift credit balances?
No. It only retrieves gift credit history for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Cardly. A trigger fires from one place; an action lands in another.
Timelinesai triggers
Cardly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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Connect any two apps with Notis in the middle.
Timelinesai 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.