Keep Recent Card Orders in View
Add an order history summary to your regular relationship planning so recent Cardly activity is easier to review.
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
Previous order activity can be easy to lose track of while managing multiple relationships and follow-ups.
- Retrieve order history for periodic review.
- Make recent card activity easier to find during outreach planning.
- Use existing order records as context without assuming delivery status.
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 the order history review.
- 3Tell Notis to retrieve Cardly orders and summarize relevant records for your outreach planning context.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and confirm the report distinguishes order history from delivery status.
Questions about this workflow
Does List Orders report delivery status?
It retrieves order history. For a specific order's details, use its order ID with Retrieve Order; do not assume the list alone confirms delivery.
Can the workflow decide which contact needs a follow-up?
Only when the relevant relationship context is provided or returned. No specific Affinity trigger is available in this package.
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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No card. Works with personal or business Cardly.