Keep Cardly invitation follow-up from slipping
A regular invitation review makes pending Cardly access easier to track alongside your Agencyzoom operations.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Invitations
Lists active invitations for your organisation.
Why this helps
Invitations awaiting a response can disappear from view when access administration is separate from everyday client work.
- Retrieve active Cardly invitations and available statuses.
- Keep invitation follow-up visible on a regular schedule.
- Review existing invitations before considering new access requests.
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 active Cardly invitations and summarize their returned statuses.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and compare the report with Cardly.
Questions about this workflow
Will this send or revoke invitations?
No. The selected action lists active invitations. Sending or deleting invitations requires a separate action.
Why review invitations before sending another?
The available description recommends auditing active invitations and statuses before sending new invitations or revoking access.
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.