Turn an invoice milestone into a card preview
Review a personalized Cardly card concept as soon as an invoice milestone reaches your workflow.
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
Important client moments can pass while invoice details sit in a separate document queue.
- Create a reviewable, watermarked preview before ordering.
- Keep billing context and outreach planning in one automated handoff.
- Reduce the chance that a client milestone gets overlooked.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Cardly once in the Notis portal.
- 2Create an automation and describe the invoice milestone that should produce a card preview.
- 3Pick the Notis webhook trigger and choose where run reports should go.
- 4Send one real example to the webhook and review the generated preview.
Questions about this workflow
Does Affinda provide a trigger event for this workflow?
No. Start it with a Notis webhook and send the relevant Affinda document result to that endpoint.
Will this send a card to the customer?
No. This workflow generates a low-quality, watermarked preview for review.
When this happens · Trigger
Do this · Action
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.
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.
Affinda 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.