Find Cardly Templates for Your Agility Campaign
Bring campaign planning and available card templates together in one scheduled review.
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
Comparing campaign plans with available card formats can take extra browsing and make a small planning task easy to postpone.
- Retrieve the current Cardly template list on a recurring schedule.
- Review template options alongside content plans or briefs from Agility CMS.
- Keep campaign preparation moving without a manual Cardly lookup.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Cardly once in the Notis portal.
- 2Create an automation in Automations, New Automation, and add a name and prompt.
- 3Tell Notis to review relevant Agility campaign plans alongside the Cardly templates it retrieves, and report suitable options and missing details.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real campaign plan and check the reported template options.
Questions about this workflow
Will this create or send a card?
No. The selected action retrieves available Cardly templates for review; it does not create artwork or send a card.
Can Notis determine which campaign is current?
Only if the Agility content or your instruction identifies the relevant campaign. Provide a criterion if your content does not make that clear.
Can it confirm a template will work for a particular card?
The workflow can report available template information, but confirm fit and any required details before using a template.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Cardly. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Cardly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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