Review a Cardly preview for your ActiveMerge document
Give Notis the document context and recipient details, then review a watermarked card preview before committing to a send.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate Preview
Generates a low-quality, watermarked preview of a card.
Why this helps
A finished document can still leave you switching between tools to turn it into a card and check how it will look.
- Review card artwork before placing an order
- Keep the document context and preview request together
- Avoid manually rebuilding the request across apps
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Cardly once in the Notis portal.
- 2Create an automation in Automations, then give it a name and prompt.
- 3Tell Notis to use the supplied ActiveMerge document context and recipient details to generate a Cardly preview for review.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real document request and review the returned preview.
Questions about this workflow
Does ActiveMerge provide a trigger for this workflow?
No ActiveMerge trigger event is listed. Start the workflow with a Notis webhook and send it the document context from your ActiveMerge process.
Does this place a card order?
No. The selected action generates a low-quality, watermarked preview for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Cardly. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Cardly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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