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Notis

Make Cardly invitation reviews easier to complete

Turn an access review request into a quick summary of active Cardly invitations for your organization.

Trigger

Webhook received

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

Action

List Invitations

Lists active invitations for your organisation.

Why this helps

Open invitations can be easy to overlook when access checks depend on someone remembering to inspect a separate account.

  • Retrieve active invitations when an access review is requested.
  • Summarize returned invitation statuses for a focused review.
  • Keep the request and findings together in a run report.

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 invitation reviews.
  • 3In one instruction, ask Notis to list Cardly invitations, applying any filters supplied in the request, and summarize the results.
  • 4Choose the Notis webhook trigger and select where run reports should go.
  • 5Test with one real example and verify the summary reflects the returned invitations.

Questions about this workflow

Does this revoke any invitations?

No. This workflow lists invitations for review. Revocation requires a separate action and an explicit decision.

Can it determine whether an invited person still needs access?

No. It can summarize returned invitation records, but the business reason for access must come from your organization.

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.

TriggerScheduled

Create Contact List

Creates a new contact list.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Webhook

Creates a webhook subscription for event notifications.

ActionInstant

Create Invitation

Sends an invitation to access the organization portal; if the email already has access, the API returns an error.

ActionInstant

Delete Invitation by Email

Immediately revokes a pending invitation so it can no longer be accepted.

ActionInstant

Delete Webhook

Immediately deletes a webhook and stops its activity and event subscriptions.

ActionInstant

Delete Invitation

Immediately deletes an invitation, making it invalid for acceptance.

ActionInstant

Generate Preview

Generates a low-quality, watermarked preview of a card.

ActionInstant

List Artwork

Lists artwork currently available to your organisation.

ActionInstant

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.