Prepare customer outreach with current Cardly templates
Research upcoming reasons to connect and review the templates available for your next card.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Templates
Lists available templates.
Why this helps
Upcoming outreach is easy to postpone when researching the moment and checking card template options happen in separate sessions.
- Surface upcoming moments through scheduled website research.
- Retrieve available Cardly templates for planning.
- Keep outreach preparation in one reported workflow.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Cardly once in the Notis portal.
- 2Create an automation and describe the research and template review outcome in one instruction.
- 3Pick a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real research example.
Questions about this workflow
Can this workflow select or send a template?
It retrieves the available template list for review. It does not select a template for an order or send a card.
Can AgentQL use private customer records?
AgentQL browses websites. Specify appropriate public sources or provide the relevant details in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Cardly. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql 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.