Review Card Templates for Deal Follow-Up
Keep template discovery out of your daily deal review. Get a scheduled summary of Cardly templates to consider for upcoming outreach.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Templates
Lists available templates.
Why this helps
Template discovery can become a separate research task that delays relationship follow-up.
- See current template options on a recurring schedule.
- Plan card outreach without repeatedly searching for templates.
- Keep template review separate from writing and sending.
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 template review.
- 3Tell Notis to retrieve Cardly templates and summarize options relevant to the deal follow-up context you provide.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and confirm the report is useful.
Questions about this workflow
Can Notis decide which deal needs a card?
Only if the relevant deal context is available in the automation request or returned data. The listed setup does not provide a specific Affinity trigger.
Will the workflow create or send a card?
No. Its Cardly action retrieves templates for review.
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.