Keep the right people visible in Cardly
Make account access review part of the regular outreach operations rhythm.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Users
Lists users associated with your account.
Why this helps
Campaign work can be delayed when the team is unsure who has Cardly access or who needs an invitation.
- See associated Cardly users in a regular review.
- Make access questions easier to resolve before campaign work.
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 Cardly organization users and summarize the returned account details for outreach operations.
- 4Choose a recurring schedule, select where run reports should go, and test with one real example.
Questions about this workflow
Will this invite or remove a user?
No. It only lists users. Invitation and deletion are separate actions and are not performed by this review.
Can it identify who should have access?
Notis can compare returned users to access criteria you provide, but it cannot infer your organization's intended access policy.
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.