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Notis

Research public card templates for renewal outreach

Get a focused view of public card templates for the renewal moment you are planning.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

List Public Templates

List public card templates available to everyone.

Why this helps

Renewal outreach planning takes extra effort when template browsing is detached from the agency context.

  • Connects template research to a specific renewal occasion
  • Returns a concise shortlist for human review
  • Avoids implying that templates are sent automatically

Setup

Build it in a few focused steps.

  • 1Connect AgencyZoom and Amcards once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it for renewal template research.
  • 3Tell Notis to list public Amcards templates and summarize options for the supplied renewal audience and occasion.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one real renewal planning request.

Questions about this workflow

Will this personalize or mail the template?

No. It only lists public templates and summarizes the returned options.

What should I include in the request?

Provide the occasion and audience you want considered. Any client history or preferences must be included by you because no AgencyZoom trigger event is available.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Agencyzoom triggers

Amcards actions

Recurring trigger

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

TriggerScheduled

Get Cards

List all cards associated with your account.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get API Schema

Retrieve the complete API schema.

ActionInstant

Get Contacts

List contacts from your account.

ActionInstant

Get Category

Retrieve details of a card template category.

ActionInstant

Get Category Schema

Retrieve the schema for the read-only Category resource.

ActionInstant

Get Gift

Retrieve details of a gift, including its price and availability.

ActionInstant

Get Public Template

Retrieve details of a public template.

ActionInstant

List Categories

List card template categories in priority order.

ActionInstant

Connect any two apps with Notis in the middle.

Agencyzoom and Amcards, 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 Amcards.