Check Cardly credit before campaign approval
Know whether the account can support a request before work begins.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
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
Campaigns get approved before anyone checks whether Cardly credits are available.
- Adds a budget checkpoint
- Prevents avoidable delays
- Keeps approvals informed
Setup
Build it in a few focused steps.
- 1Connect Typeform and Cardly in Notis once.
- 2Create a balance check automation.
- 3Tell Notis to retrieve Cardly account and gift credit balances and summarize any budget concern for the submitted request.
- 4Choose Typeform New Form Response.
- 5Select a report channel and test with one request.
Questions about this workflow
Does this place an order?
No. It only retrieves current account and gift credit balances.
Can it estimate final cost?
Only if the response includes enough information and a separate supported estimate is available.
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.