Review customer lists alongside monitored changes
Make your scheduled review more actionable by bringing available Cardly contact lists into the same report as the Agenty findings.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Contact Lists
Lists active contact lists for the organization.
Why this helps
After spotting a change that affects customers, finding the relevant outreach list can add friction and delay a useful update.
- See available contact lists during the monitoring review.
- Reduce the gap between a finding and outreach planning.
- Keep customer follow-up in one review routine.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Cardly once in the Notis portal.
- 2Create an automation and describe the findings and contact list details to review.
- 3Pick a recurring Notis cron schedule.
- 4Choose where run reports should go.
- 5Test with one real run and verify the lists are appropriate for review.
Questions about this workflow
Will this add contacts to a list?
No. It retrieves active contact lists and their available details; it does not populate them.
Can Notis select a list based on a customer impact segment?
Only when the necessary segment information is available in the returned data or supplied by you.
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.