Browse Amcards categories during campaign planning
Bring the available Amcards categories into the moment you are planning a campaign in Agile CRM.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Categories
List card template categories in priority order.
Why this helps
Finding a suitable card category can pull campaign planning into a separate browsing task.
- Retrieve categories ordered by their priority
- Browse available categories in the context of a campaign request
- Summarize category choices for a faster decision
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Amcards once in the Notis portal.
- 2Create an automation from Automations, New Automation, and name it.
- 3Tell Notis to retrieve Amcards categories and summarize the choices for the campaign request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real campaign planning request.
Questions about this workflow
Can Notis filter categories by parent?
The listed action supports browsing categories and filtering by parent category or title. Include the desired criteria in your instruction.
Does this edit category settings?
No. The available category list action retrieves categories for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Amcards. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Amcards actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Cards
List all cards associated with your account.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get API Schema
Retrieve the complete API schema.
Get Contacts
List contacts from your account.
Get Category
Retrieve details of a card template category.
Get Category Schema
Retrieve the schema for the read-only Category resource.
Get Gift
Retrieve details of a gift, including its price and availability.
Get Public Template
Retrieve details of a public template.
List Categories
List card template categories in priority order.
Connect any two apps with Notis in the middle.
Agile CRM and Amcards, 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 Amcards.