Keep Cardly template options easy to review
Get a periodic view of available Cardly templates while planning document-based campaigns in ActiveMerge.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Templates
Lists available templates.
Why this helps
Template choices can be easy to forget when campaign planning and document creation happen in separate tools.
- See current template options in a regular report
- Reduce repeated manual checks during campaign planning
- Keep template review connected to your ActiveMerge workflow
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 retrieve the available Cardly templates and summarize the options for your upcoming ActiveMerge campaigns.
- 4Choose the recurring schedule and where run reports should go.
- 5Test with one real run and review the template report.
Questions about this workflow
Does the schedule create or send cards?
No. It retrieves the available templates for review and does not place an order.
Can the workflow know which campaign is upcoming?
Only if you include campaign context in the prompt or provide it to the workflow. The listed Cardly action retrieves templates; it does not provide campaign history.
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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No card. Works with personal or business Cardly.