Review Cardly gift credit history automatically
Keep gift credit activity easy to review during regular operations checks.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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 movements are overlooked because they live in a separate history view.
- Separates gift credit activity clearly
- Supports regular reconciliation
- Reduces manual date filtering
Setup
Build it in a few focused steps.
- 1Connect Cardly in Notis once.
- 2Create a scheduled gift credit review automation.
- 3Tell Notis to list Cardly gift credit history for the time range you provide and summarize notable entries.
- 4Choose a recurring Notis schedule.
- 5Select a report channel and test with one run.
Questions about this workflow
Can the schedule use a date filter?
Yes. Include the desired time range in the automation instruction.
Does this change gift credits?
No. It retrieves and summarizes history records.
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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When this happens · Trigger
Do this · Action
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No card. Works with personal or business Cardly.