Bring a Cardly user record into alert follow-up
If a change alert involves a known Cardly user, let Notis retrieve that user's details so you can continue with the right account context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Retrieve User
Retrieves details for a specific user account.
Why this helps
Reopening an account and searching for a specific user adds friction when you are already handling a time-sensitive change.
- Retrieve a known user's details in the alert workflow.
- Keep account context with the triggering change.
- Reduce manual navigation during follow-up.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Cardly once in the Notis portal.
- 2Create an automation and describe the alerts and known Cardly user ID to use.
- 3Pick the Notis webhook trigger.
- 4Choose where run reports should go.
- 5Test with one real alert and a valid user ID.
Questions about this workflow
Where does the user ID come from?
It must already be known, for example from a prior Cardly user listing. This workflow does not invent identifiers.
Does this modify the user account?
No. It retrieves user details for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Cardly. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Cardly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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