Get the details needed for a Cardly access review
Look up a known collaborator's account details when reviewing campaign readiness.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Retrieve User
Retrieves details for a specific user account.
Why this helps
A team can lose time searching for basic account details when resolving a collaborator access question.
- Retrieve details for a known Cardly user by ID.
- Keep a focused access review easy to repeat.
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 details for the specified Cardly user ID and summarize information relevant to campaign operations.
- 4Choose a recurring schedule, select where run reports should go, and test with one real example.
Questions about this workflow
Can the workflow search users by name?
The Retrieve User action requires a user ID. Obtain that ID from the List Users action or provide it in the request.
Will this change account access?
No. It retrieves user details and does not invite, edit, or remove a user.
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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