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Notis

Explore Cardly templates from a chat

Check the available template catalog without leaving the conversation where you are planning a card.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

List Templates

Tool to retrieve your currently available templates from cardly. use to list and paginate templates for selection in card sends.

Why this helps

Finding a suitable template can take extra browsing and context switching when you are trying to finish outreach.

  • Retrieve available Cardly templates when needed.
  • Get a concise summary of returned catalog options.
  • Keep template discovery connected to the request that prompted it.

Setup

Build it in a few focused steps.

  • 1Connect 2chat and Cardly once in the Notis portal.
  • 2Create an automation asking Notis to list available Cardly templates and summarize the returned options.
  • 3Choose a webhook trigger and where run reports should go.
  • 4Test with one real WhatsApp request to review available templates.

Questions about this workflow

Does this workflow send a card?

No. It lists templates so you can review the available options.

Can I ask for a particular template?

You can request a relevant summary, but the available action retrieves and paginates templates rather than sending a card.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link 2chat to Cardly. A trigger fires from one place; an action lands in another.

2chat triggers

Cardly actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Contact List

Tool to add a new contact list. use after defining name and optional custom fields, before populating the list with contacts.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Webhook

Tool to create a new webhook subscription. use when you need cardly to notify your application via http post for specific events.

ActionInstant

Delete Invitation by Email

Tool to delete an invitation by email address. use when you need to invalidate an outstanding invitation immediately.

ActionInstant

Delete Webhook

Tool to delete a webhook. use after confirming the webhook id to immediately cease all activity and event subscriptions for that webhook.

ActionInstant

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.

ActionInstant

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.

ActionInstant

List Credit History

Tool to list credit history records. use after checking account balance to review recent credits/debits.

ActionInstant

List Fonts

Tool to list your currently available fonts. use after confirming authentication to explore font options in cardly.

ActionInstant

Connect any two apps with Notis in the middle.

2chat 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.