Monitor Cardly credit balances automatically
Know when Cardly balances need attention before a campaign is blocked.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Credit balances are checked only after an order or campaign is already waiting.
- Adds predictable budget visibility
- Reduces last-minute blockers
- Keeps account checks lightweight
Setup
Build it in a few focused steps.
- 1Connect Cardly in Notis once.
- 2Create a recurring balance monitoring automation.
- 3Tell Notis to retrieve account and gift credit balances and flag changes against thresholds you provide.
- 4Choose a Notis cron schedule.
- 5Select a report channel and test with one scheduled run.
Questions about this workflow
Can Notis choose the threshold for me?
No. Supply the threshold or instruction you want the report to use.
Does this purchase credits?
No. It only retrieves balances.
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.
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 Form Response
Triggers when a respondent completes and submits the form.
Delete Invitation by Email
Tool to delete an invitation by email address. use when you need to invalidate an outstanding invitation immediately.
Delete Webhook
Tool to delete a webhook. use after confirming the webhook id to immediately cease all activity and event subscriptions for that webhook.
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.
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.
List Credit History
Tool to list credit history records. use after checking account balance to review recent credits/debits.
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.
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.