Include Cardly user accounts in your scheduled review
Bring Cardly's user list into a recurring review of monitored findings when account access context matters to your outreach planning.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Users
Lists users associated with your account.
Why this helps
When customer follow-up relies on a team account, access context can be easy to miss amid the operational details.
- Keep user account context visible during planning.
- Combine operational review with monitoring findings.
- Reduce separate checks across connected tools.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Cardly once in the Notis portal.
- 2Create an automation and describe what user and monitoring details to summarize.
- 3Pick a recurring Notis cron schedule.
- 4Choose where run reports should go.
- 5Test with one real run and confirm the report is scoped usefully.
Questions about this workflow
Does this change user access?
No. It lists users associated with the Cardly account.
Should this be used to remove an account?
No. This workflow is a read-only review. User removal requires a separate action and a clear instruction.
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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No card. Works with personal or business Cardly.