Preview a proposed Cardly card before follow-up
Generate a watermarked preview when the request already includes confirmed artwork and template details, then review the estimate before acting.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate Preview
Generates a low-quality, watermarked preview of a card.
Why this helps
A card concept can be hard to assess when artwork and template details are spread across separate work and tools.
- Generate a low-quality, watermarked Cardly preview document.
- Use the preview to estimate costs and delivery.
- Keep the proposed card details tied to the originating request.
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Cardly once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to generate a Cardly preview only when the request provides confirmed artwork and template details.
- 4Pick a webhook trigger for the Agencyzoom request and choose where run reports go.
- 5Test with one real example and review the returned preview and estimate.
Questions about this workflow
Does this place a card order?
No. The action generates a low-quality, watermarked preview document for estimating costs and delivery.
What information does the request need?
It needs confirmed artwork and template details. Do not assume those details are available if they are not included or otherwise supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Cardly. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Cardly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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