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Notis

Find a Cardly doodle that adds a personal touch

Explore available doodle designs while shaping a thoughtful customer note.

Trigger

Webhook received

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

Action

List Doodles

Lists available doodle designs and their restrictions.

Why this helps

Personal touches get skipped when the team has to interrupt campaign work to explore design options.

  • Discover available doodle designs from an outreach request.
  • Surface any returned restriction details for an informed choice.

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 available Cardly doodles and summarize designs and restriction details relevant to the supplied outreach brief.
  • 4Choose the webhook trigger, select where run reports should go, and test with one real example.

Questions about this workflow

Does this place a doodle on a card?

No. The action retrieves doodle metadata and restriction status. Card creation is not specified.

Can it recommend a doodle for a specific customer?

Notis can compare the returned doodle details with context you provide in the request, but it should only use information included in that context.

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.

TriggerScheduled

Create Contact List

Creates a new contact list.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Webhook

Creates a webhook subscription for event notifications.

ActionInstant

Create Invitation

Sends an invitation to access the organization portal; if the email already has access, the API returns an error.

ActionInstant

Delete Invitation by Email

Immediately revokes a pending invitation so it can no longer be accepted.

ActionInstant

Delete Webhook

Immediately deletes a webhook and stops its activity and event subscriptions.

ActionInstant

Delete Invitation

Immediately deletes an invitation, making it invalid for acceptance.

ActionInstant

Generate Preview

Generates a low-quality, watermarked preview of a card.

ActionInstant

List Artwork

Lists artwork currently available to your organisation.

ActionInstant

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.