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Keep card orders visible beside document campaigns

Get a regular view of Cardly order activity alongside document work, so outreach does not disappear after sending.

Trigger

Recurring schedule

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

Action

List Orders

Lists orders placed by your organisation.

Why this helps

Card orders and document campaigns often live in separate systems, making it harder to notice an unhandled follow-up.

  • Review recent Cardly order history on a predictable schedule.
  • Use your campaign context to identify outreach that may need attention.
  • Reduce manual checking across separate tools.

Setup

Build it in a few focused steps.

  • 1Connect Affinda and Cardly once in the Notis portal.
  • 2Create an automation asking Notis to retrieve Cardly orders and compare them with your campaign context.
  • 3Pick a recurring Notis schedule and choose where run reports should go.
  • 4Run once with a real campaign example and confirm the report is useful.

Questions about this workflow

Does Cardly order history include Affinda campaign context?

No. Provide campaign context or a reliable reference in the automation input; Notis cannot infer data that Cardly does not return.

Can this workflow send follow-up cards?

No. It retrieves and reviews order history to surface potential follow-up needs.

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.

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

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.