Review Cardly access with campaign operations
Include account access in the same recurring review as campaign research.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Users
Lists users associated with your account.
Why this helps
Campaign operations reviews can overlook who has access to the account used for customer outreach.
- Retrieve the users associated with the Cardly account.
- Keep access visibility alongside recurring campaign reporting.
- Identify records that may warrant a human access review.
Setup
Build it in a few focused steps.
- 1Connect Adyntel and Cardly once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to summarize the latest Adyntel campaign report and retrieve Cardly users for an access review, without changing any access.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with a real report and confirm the user summary is appropriate for your team.
Questions about this workflow
Will this remove or invite users?
No. It only retrieves the user list. No access changes are made.
Should this report include personal details?
Ask Notis to include only the user information needed for your internal access review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adyntel to Cardly. A trigger fires from one place; an action lands in another.
Adyntel 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.
Adyntel 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.