Find a suitable Cardly template before campaign work begins
Make template discovery a small scheduled task instead of a last-minute detour.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Templates
Lists available templates.
Why this helps
Campaign planning can stall when the team has to stop and search the template catalog from scratch.
- Keep available template choices easy to review.
- Reduce context switching during campaign preparation.
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 available Cardly templates and summarize choices useful for upcoming Agile CRM campaigns.
- 4Choose a recurring schedule, select where run reports should go, and test with one real example.
Questions about this workflow
Can Notis pick a template based on campaign intent?
Notis can analyze the returned template data against criteria you provide, but the action only retrieves templates and does not create or send a card.
Are template choices guaranteed to include artwork or delivery costs?
The template list's available fields are not specified here. Ask Notis to include only details that the action returns.
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.