Find a fitting card template from document context
Bring current Cardly template options into the review while the document context is fresh.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Templates
Lists available templates.
Why this helps
Choosing a card format later means reopening documents and reconstructing why the outreach matters.
- Retrieve available templates at the point an outreach need is identified.
- Keep the reason for outreach close to the design decision.
- Make template choice easier to review before card creation.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Cardly once in the Notis portal.
- 2Create an automation asking Notis to retrieve templates for an identified outreach moment.
- 3Pick the Notis webhook trigger and choose where run reports should go.
- 4Send one real document-review example and inspect the template results.
Questions about this workflow
Does this choose the template for me?
It retrieves available templates. The automation can recommend options based on context, but you should provide selection preferences if needed.
Does Affinda have a native trigger for this?
No. Use a Notis webhook and submit the relevant document workflow context.
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.