Connect Affinda to Cardly

When something happens in Affinda, Notis takes the next step in Cardly. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

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Examples

Ways Notis can move work from Affinda to Cardly

View example

Preview a card from an invoice milestone

Generate a watermarked Cardly preview when a parsed invoice milestone arrives, so you can review outreach before committing to a send.

View example

Refresh artwork choices for a document campaign

When a document campaign starts, retrieve Cardly artwork options so your team can choose a suitable design before preparing outreach.

View example

Review card orders alongside document campaigns

On a recurring schedule, retrieve Cardly order history so you can compare outreach activity with Affinda document campaigns and spot follow-up gaps.

View example

Check Cardly credit before planned outreach

Before an upcoming document-driven outreach run, check Cardly account and gift credit balances and flag whether available credit needs attention.

View example

Find templates for a document-based outreach moment

When Affinda document review identifies an outreach moment, retrieve Cardly templates to help choose an appropriate format before preparing a card.

Supported Triggers and Actions

Notis builds workflows that link Affinda to Cardly. A trigger fires from one place; an action lands in another.

Affinda triggers

Cardly actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Contact List

Creates a new contact list.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Webhook

Creates a webhook subscription for event notifications.

ActionInstant

Create Invitation

Sends an invitation to access the organization portal; if the email already has access, the API returns an error.

ActionInstant

Delete Invitation by Email

Immediately revokes a pending invitation so it can no longer be accepted.

ActionInstant

Delete Webhook

Immediately deletes a webhook and stops its activity and event subscriptions.

ActionInstant

Delete Invitation

Immediately deletes an invitation, making it invalid for acceptance.

ActionInstant

Generate Preview

Generates a low-quality, watermarked preview of a card.

ActionInstant

List Artwork

Lists artwork currently available to your organisation.

ActionInstant

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.