Turn an Agile CRM contact segment into a Cardly outreach list
Give a promising contact segment a clear home before you plan a mailing.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact List
Creates a new contact list.
Why this helps
Contacts ready for outreach can sit in CRM segments while campaign setup gets postponed.
- Create a campaign-ready list without switching tools to start it.
- Keep campaign preparation tied to an incoming request.
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 review the supplied Agile CRM contact segment and create a named Cardly contact list.
- 4Choose the webhook trigger, select where run reports should go, and test with one real example.
Questions about this workflow
Does Agile CRM start this automatically when a contact changes?
Agile CRM trigger events are not available here. This workflow starts when an HTTP request reaches its Notis webhook.
Will it populate the list with contacts?
The selected Cardly action creates a contact list. Do not assume it also adds contacts; confirm the available action capabilities before asking for population.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Cardly.