Review pending Cardly invitations
Keep outstanding invitations visible in a regular access review report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Invitations
Lists active invitations for your organisation.
Why this helps
Pending invitations can be forgotten when access reviews rely on someone remembering to check manually.
- Retrieve active Cardly invitations on a schedule.
- Summarize returned statuses for access review.
- Help identify invitations that may need a separate follow-up decision.
Setup
Build it in a few focused steps.
- 1Connect Active Campaign and Cardly once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to list active Cardly invitations and summarize their returned statuses.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and review the invitation report.
Questions about this workflow
Will this send or revoke invitations?
No. It lists active invitations for review; it does not create or delete invitations.
Can this workflow remove access automatically?
No. Invitation deletion is a separate action and should be initiated only when you have decided to revoke a pending invitation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Cardly. A trigger fires from one place; an action lands in another.
Active campaign triggers
Cardly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Contact List
Creates a new contact list.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Webhook
Creates a webhook subscription for event notifications.
Create Invitation
Sends an invitation to access the organization portal; if the email already has access, the API returns an error.
Delete Invitation by Email
Immediately revokes a pending invitation so it can no longer be accepted.
Delete Webhook
Immediately deletes a webhook and stops its activity and event subscriptions.
Delete Invitation
Immediately deletes an invitation, making it invalid for acceptance.
Generate Preview
Generates a low-quality, watermarked preview of a card.
List Artwork
Lists artwork currently available to your organisation.
Connect any two apps with Notis in the middle.
Active campaign and Cardly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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