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Keep catalog categories clear and useful

A monthly look at existing categories can make catalog organization easier to maintain, especially as the store grows.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get Categories

Tool to retrieve a list of all categories. use when you need to list available categories for selection.

Why this helps

Category structure drifts over time when small catalog decisions are made without a regular review.

  • Review existing category names in one report
  • Compare structure with rules you provide
  • Make catalog cleanup easier to plan

Setup

Build it in a few focused steps.

  • 1Connect Cloudcart once in the Notis portal.
  • 2Create an automation in the portal or tell Notis to set up a monthly category review.
  • 3Give Notis one instruction: retrieve Cloudcart categories and flag possible duplicates, unclear labels, or gaps using rules you provide.
  • 4Choose a recurring schedule as the trigger and select where run reports should go.
  • 5Test with one real category list.

Questions about this workflow

Will it merge or delete categories?

No. This workflow only retrieves categories and reports review candidates.

Can it decide the ideal category structure?

It can compare returned names against rules you supply, but your business taxonomy is not provided automatically.

Can it see category usage by products?

This action lists categories; product usage details are not guaranteed in its response.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agent mail to Cloudcart. A trigger fires from one place; an action lands in another.

Agent mail triggers

Cloudcart actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add to Cart

Tool to add an item to the cart. use after confirming a product selection with desired quantity.

ActionInstant

Webhook trigger

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

TriggerInstant

Clear Cart

Tool to remove all items from the specified cart. use when you need to empty the cart before adding new items or starting over.

ActionInstant

New Email Received

Trigger for new emails in an AgentMail inbox

TriggerPolling

Create Category

Tool to create a new category. use when you need to add organizational structure to your product catalog.

ActionInstant

Create Customer

Tool to create a new customer in cloudcart. use when you need to register a new customer profile. provide validated customer details (name, email, and password).

ActionInstant

Create Order

Tool to create a new order. use after assembling customer id, cart items, and optional addresses/payment info.

ActionInstant

Create Product

Tool to create a new product. use when you have all details and want to add it to cloudcart.

ActionInstant

Create Variant

Tool to create a new product variant for a given product. use when you need to add a variant with specific sku, price, and options.

ActionInstant

Create Variant Option

Tool to create a new variant option for a specific product variant. use when you need to add an option (e.g., 'large') with an optional price adjustment to an existing variant.

ActionInstant

Connect any two apps with Notis in the middle.

Agent mail and Cloudcart, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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