Keep Pending Cardly Invitations Visible
Include active invitations in a routine access review so pending portal access does not disappear into the background.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Invitations
Lists active invitations for your organisation.
Why this helps
Pending access invitations can be forgotten when operational follow-up competes with deal work.
- Retrieve active invitations for review.
- Make invitation status easier to audit on a recurring basis.
- Keep access follow-up visible alongside outreach operations.
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 invitation review.
- 3Tell Notis to retrieve active Cardly invitations and summarize the returned statuses for access review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and confirm the summary reflects active invitations.
Questions about this workflow
Does this send or revoke invitations?
No. List Invitations retrieves active invitations. Sending and deleting invitations are separate actions.
Can it show all historical invitations?
The listed action retrieves active invitations with optional filters. Do not present it as a complete history unless Cardly returns that data.
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.
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.
Affinity and Cardly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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