Discover Cardly templates when outreach comes up
When an Agencyzoom request creates an outreach task, get the current Cardly template options in a run report.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Templates
Lists available templates.
Why this helps
Choosing a suitable template can interrupt follow-up work when you have to leave the task and browse a separate catalog.
- Retrieve current Cardly templates for selection.
- Summarize returned options in the context of the incoming request.
- Avoid browsing the template catalog from scratch.
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 list Cardly templates and summarize the returned options relevant to the request.
- 4Pick a webhook trigger for the Agencyzoom request and choose where run reports go.
- 5Test with one real example and confirm the listed templates against Cardly.
Questions about this workflow
Does this create or send a card using a template?
No. The available action lists templates; it does not create or send a card.
Can Notis select a template based on the request?
It can summarize returned template options against context included in the webhook request, but any selection should be confirmed before card creation.
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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No card. Works with personal or business Cardly.