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Notis

Review Amcards template details in context

Bring a selected template's configuration and metadata into the campaign decision that prompted the lookup.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get Public Template

Retrieve details of a public template.

Why this helps

A template choice is harder to validate when its detailed configuration lives outside your CRM workflow.

  • Retrieve configuration, panels, and metadata for a specific public template
  • Keep the template review tied to the related request
  • Summarize details before deciding how to proceed

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 and summarize the public template details for the template ID supplied in the request.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one real public template ID.

Questions about this workflow

Does this discover templates without an ID?

No. This action retrieves details for a specific public template by ID. Use List Public Templates to browse options first.

Does it change the template?

No. The listed action retrieves template details 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.

TriggerScheduled

Get Cards

List all cards associated with your account.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get API Schema

Retrieve the complete API schema.

ActionInstant

Get Contacts

List contacts from your account.

ActionInstant

Get Category

Retrieve details of a card template category.

ActionInstant

Get Category Schema

Retrieve the schema for the read-only Category resource.

ActionInstant

Get Gift

Retrieve details of a gift, including its price and availability.

ActionInstant

Get Public Template

Retrieve details of a public template.

ActionInstant

List Categories

List card template categories in priority order.

ActionInstant

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.