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Notis

Find card templates that fit an Agiled deal

Start from the deal context and get a focused set of public templates to consider.

Trigger

Webhook received

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

Action

List Public Templates

List public card templates available to everyone.

Why this helps

Browsing every card template interrupts the momentum of moving a deal forward.

  • Narrow template browsing using context supplied with the webhook.
  • Keep deal details and template research in one run report.
  • Make it easier to choose a suitable template for later review.

Setup

Build it in a few focused steps.

  • 1Connect Agiled and Amcards once in the Notis portal.
  • 2Create an automation in Automations, New Automation, with a name and prompt.
  • 3In one instruction, ask Notis to use the supplied deal context to find and summarize relevant public Amcards templates.
  • 4Choose the webhook trigger and where run reports should go.
  • 5Test with one real deal example.

Questions about this workflow

Does this send the selected template?

No. It lists and summarizes public templates for review. Sending is not available among the supplied Amcards actions.

Where does the deal context come from?

Provide it in the webhook request. Agiled has no listed trigger events for this workflow package.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agiled to Amcards. A trigger fires from one place; an action lands in another.

Agiled triggers

Amcards actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Cards

List all cards associated with your account.

ActionInstant

Webhook trigger

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

TriggerInstant

Get API Schema

Retrieve the complete API schema.

ActionInstant

Get Contacts

List contacts from your account.

ActionInstant

Get Category

Retrieve details of a card template category.

ActionInstant

Get Category Schema

Retrieve the schema for the read-only Category resource.

ActionInstant

Get Gift

Retrieve details of a gift, including its price and availability.

ActionInstant

Get Public Template

Retrieve details of a public template.

ActionInstant

List Categories

List card template categories in priority order.

ActionInstant

Connect any two apps with Notis in the middle.

Agiled and Amcards, 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 Amcards.