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Review the Contact Lists Available for Outreach

See which Cardly contact lists are available while planning relationship outreach from Affinity.

Trigger

Recurring schedule

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

Action

List Contact Lists

Lists active contact lists for the organization.

Why this helps

When list options and their custom fields are hard to find, outreach setup can become a recurring distraction.

  • Review active contact lists and returned details in one report.
  • See available custom fields and automation rules when provided.
  • Avoid creating a duplicate list without first reviewing the inventory.

Setup

Build it in a few focused steps.

  • 1Connect Affinity and Cardly once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it for contact list inventory review.
  • 3Tell Notis to retrieve active Cardly contact lists and summarize names, custom fields, and automation rules returned.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real example and confirm the report reflects the available lists.

Questions about this workflow

Does this populate a list with Affinity contacts?

No. List Contact Lists retrieves list inventory. The listed actions do not include adding contacts to a list.

Will it identify duplicate contacts?

No. It reports contact list details, not contact-level deduplication.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Affinity 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.

Affinity 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.