Review Cardly credit history automatically
Keep credit activity visible without assembling reports manually.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Credit History
Tool to list credit history records. use after checking account balance to review recent credits/debits.
Why this helps
Credits and debits are hard to reconcile when history checks are irregular.
- Reduces reconciliation effort
- Makes recent activity visible
- Supports regular budget reviews
Setup
Build it in a few focused steps.
- 1Connect Cardly in Notis once.
- 2Create a scheduled credit history automation.
- 3Tell Notis to list recent Cardly credit history records and summarize notable credits and debits.
- 4Choose a recurring Notis schedule.
- 5Select a report channel and test with one run.
Questions about this workflow
Can it calculate accounting totals?
It can summarize returned records, while accounting rules or missing baselines must be supplied.
Does it include gift credits?
No. Gift credit history is a separate Cardly action and can use its own workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Cardly. A trigger fires from one place; an action lands in another.
Typeform triggers
Cardly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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List Credit History
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Connect any two apps with Notis in the middle.
Typeform 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.