Check Cardly credit balance from a Todoist task
Know whether the planned send is funded before work reaches checkout.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
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
Orders get delayed when credit availability is discovered at the last minute.
- Catch funding issues early
- Improve order readiness
- Reduce last-minute surprises
Setup
Build it in a few focused steps.
- 1Connect Todoist and Cardly in Notis once.
- 2Create an automation for Cardly balance checks.
- 3Tell Notis to retrieve Cardly account and gift credit balances when a new Todoist task indicates a planned send.
- 4Pick the Todoist New Task Created trigger and choose a report channel.
- 5Test with one upcoming-order task.
Questions about this workflow
Does this purchase credits?
No. It only retrieves current account and gift credit balances.
Can it flag a shortfall?
Yes. Give Notis the expected send requirement in the task.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Cardly. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
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Connect any two apps with Notis in the middle.
Todoist and Cardly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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