Review Cardly contact lists before planning outreach
See the active lists and their available fields in a recurring review, so campaign preparation starts with a clearer picture.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Contact Lists
Lists active contact lists for the organization.
Why this helps
Choosing the right audience list is harder when nobody has a recent view of what lists and rules already exist.
- Retrieve active contact lists for a planning review.
- Summarize returned custom fields and automation rules.
- Make audience list discovery easier before outreach.
Setup
Build it in a few focused steps.
- 1Connect Cardly once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for contact list review.
- 3In one instruction, ask Notis to list active Cardly contact lists and summarize their custom fields and automation rules.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real example and verify the summary matches the returned lists.
Questions about this workflow
Does this add contacts to a list?
No. It lists active contact lists. Adding contacts is not among the available Cardly actions in this package.
Can it identify duplicate contacts?
No. The action returns contact list details, not a comparison of contacts across lists.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Cardly. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell 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.