Plan card categories alongside upcoming document work
Review Amcards category options on your planning schedule, so choosing a category does not become a last-minute context switch during an ActiveMerge run.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Categories
List card template categories in priority order.
Why this helps
Category discovery often gets postponed until a document process is already underway and competing for attention.
- Review category options during a regular planning session.
- Ask Notis to summarize categories by priority or a stated planning need.
- Make category discovery easier to return to when an ActiveMerge task is ready.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Amcards once in the Notis portal.
- 2Create an automation for your category catalog review.
- 3Tell Notis which Amcards categories to summarize and what planning criteria to use.
- 4Pick a recurring schedule trigger for your planning cadence.
- 5Choose where run reports go, then test with one real scheduled run.
Questions about this workflow
Can the category list be filtered?
The available action lists categories and supports browsing or searching by title and filtering by parent category. Notis can use criteria you describe in the prompt.
Can categories be edited through this workflow?
No. The listed category resource is read-only, so this workflow is for discovery and summarization.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Amcards. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Amcards actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Cards
List all cards associated with your account.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get API Schema
Retrieve the complete API schema.
Get Contacts
List contacts from your account.
Get Category
Retrieve details of a card template category.
Get Category Schema
Retrieve the schema for the read-only Category resource.
Get Gift
Retrieve details of a gift, including its price and availability.
Get Public Template
Retrieve details of a public template.
List Categories
List card template categories in priority order.
Connect any two apps with Notis in the middle.
ActiveMerge and Amcards, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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