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Notis

Keep Cardly order follow-up visible from Agencyzoom

When an Agencyzoom event matters, get a current view of Cardly orders without switching contexts to check manually.

Trigger

Webhook received

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

Action

List Orders

Lists orders placed by your organisation.

Why this helps

Cardly order history can be easy to forget while handling Agencyzoom work, leaving delivery questions or customer follow-ups unnoticed.

  • Review recent Cardly orders when an Agencyzoom event starts a run.
  • Get a concise report of order details returned by Cardly.
  • Keep order follow-up in the channel where you track automation runs.

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 recent Cardly orders and summarize returned details that may need follow-up.
  • 4Pick a webhook trigger for the Agencyzoom event request and choose where run reports go.
  • 5Test with one real example and check the report against Cardly.

Questions about this workflow

Does this send a card to an Agencyzoom contact?

No. The available Cardly action retrieves order history; it does not create or send a card.

What Agencyzoom event starts the automation?

Agencyzoom exposes no trigger events in this package. A Notis webhook request starts it, and its request can carry the context you want Notis to use.

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.