Keep Cardly order follow-up from getting lost
Bring completed and pending mail activity into a predictable review routine.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Orders
Lists orders placed by your organisation.
Why this helps
A campaign can be sent, then its order status and the next customer follow-up can disappear into separate systems.
- Put order review on a recurring schedule instead of relying on memory.
- Give the team one concise view to guide customer follow-up.
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 recent Cardly orders and prepare a follow-up summary for your Agile CRM workflow.
- 4Choose a recurring schedule, select where run reports should go, and test with one real example.
Questions about this workflow
Can this update Agile CRM records?
No Agile CRM action is specified in this workflow. The Cardly action retrieves order history; use the run report to inform your follow-up process.
Can it determine whether each order was delivered?
The order list provides order history, but do not assume it contains delivery status for every order. Ask Notis to report only what the returned data supports.
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.