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Notis

Choose a Cardly writing style for the outreach moment

Explore available handwriting styles while the customer context is fresh.

Trigger

Webhook received

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

Action

List Writing Styles

Lists writing styles available for handwriting personalisation.

Why this helps

When style discovery happens late, personalization can be dropped from the campaign altogether.

  • Bring style choices into the outreach planning moment.
  • Help the team make personalization decisions with current options.

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 retrieve Cardly writing styles and summarize the available options for 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 action write or send the card?

No. It lists available writing styles. Card creation and sending are not among the listed actions.

Can the style recommendation use CRM context?

Notis can analyze context included in the incoming webhook request, but Agile CRM event data is not available as an automatic trigger here.

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.