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Keep public Amcards template options visible

Get a recurring view of public templates to make campaign planning easier when a new need comes up.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Public Templates

List public card templates available to everyone.

Why this helps

Useful template options are easy to forget when discovery happens only during a live campaign task.

  • Retrieve templates available to all users
  • Keep a current catalog view in a reporting channel
  • Review options before campaign work becomes urgent

Setup

Build it in a few focused steps.

  • 1Connect Amcards once in the Notis portal.
  • 2Create an automation from Automations, New Automation, and name it.
  • 3Tell Notis to retrieve public templates and summarize the catalog for campaign planning.
  • 4Choose a recurring schedule and select where run reports should go.
  • 5Test with one real run and review the report.

Questions about this workflow

Can I narrow the public template list?

The action supports browsing or searching public templates. Include the search criteria in your instruction.

Will this provide details for every template?

This action lists public templates. Use Get Public Template with a specific ID when you need an individual template's details.

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.