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Notis

Find the right Cardly list before outreach

Bring the current Cardly list inventory into the moment you are preparing an Agencyzoom outreach task.

Trigger

Webhook received

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

Action

List Contact Lists

Lists active contact lists for the organization.

Why this helps

Searching for the right list and checking its available fields adds friction when an outreach request is already waiting.

  • Retrieve active Cardly contact lists and their returned custom fields.
  • Give the outreach request a current list inventory to work from.
  • Reduce repeated manual checks in Cardly.

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 retrieve Cardly contact lists and summarize their names and returned custom fields.
  • 4Pick a webhook trigger for the Agencyzoom request and choose where run reports go.
  • 5Test with one real example and verify the list summary in Cardly.

Questions about this workflow

Does this populate or change a Cardly contact list?

No. The selected action lists active contact lists and their available custom fields.

Can the webhook itself identify a list?

It can carry request context, but the automation should not assume a list exists unless Cardly returns it or you provide the relevant identifier.

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.

TriggerScheduled

Create Contact List

Creates a new contact list.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Webhook

Creates a webhook subscription for event notifications.

ActionInstant

Create Invitation

Sends an invitation to access the organization portal; if the email already has access, the API returns an error.

ActionInstant

Delete Invitation by Email

Immediately revokes a pending invitation so it can no longer be accepted.

ActionInstant

Delete Webhook

Immediately deletes a webhook and stops its activity and event subscriptions.

ActionInstant

Delete Invitation

Immediately deletes an invitation, making it invalid for acceptance.

ActionInstant

Generate Preview

Generates a low-quality, watermarked preview of a card.

ActionInstant

List Artwork

Lists artwork currently available to your organisation.

ActionInstant

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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No card. Works with personal or business Cardly.