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Notis

Review Cardly orders without a manual account check

Bring returned Cardly order history into a concise recurring report, so open follow-up is easier to spot.

Trigger

Recurring schedule

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

Action

List Orders

Lists orders placed by your organisation.

Why this helps

When order history lives in a separate account, checking it competes with the work of following up on delivery and customer needs.

  • Retrieve paginated Cardly order history for a regular review.
  • Summarize returned order information in a run report.
  • Reduce the need to switch tools for routine checks.

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 order review.
  • 3In one instruction, ask Notis to retrieve Cardly orders and summarize the returned history, noting any needed pagination.
  • 4Choose a recurring schedule and select where run reports should go.
  • 5Test with one real example and confirm the report summarizes the returned order data.

Questions about this workflow

Does this track live delivery status?

The List Orders action retrieves order history. For details about a specific order, the order ID is needed and the Retrieve Order action would be required.

Can it automatically flag late orders?

Only if the returned order data includes a suitable status or timing field. Do not assume a delivery baseline or field that Cardly does not return.

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.