Find the right existing Cardly list for an outreach segment
Check existing lists before creating another destination for customer outreach.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Contact Lists
Lists active contact lists for the organization.
Why this helps
Without a quick list review, teams can create duplicate campaign lists or spend time searching manually.
- Inspect active lists before planning a new one.
- Reduce duplicate list creation and manual searching.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Cardly once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
- 3In one instruction, ask Notis to list active Cardly contact lists and summarize options relevant to the supplied Agile CRM segment.
- 4Choose the webhook trigger, select where run reports should go, and test with one real example.
Questions about this workflow
Will this add the Agile CRM contacts to a Cardly list?
No. It retrieves active contact lists. Adding contacts is not among the listed Cardly actions.
Can it compare list custom fields?
The action returns list details including custom fields when available. Notis can summarize what is returned against criteria you provide.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Cardly. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM 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.