Check Cardly Collaborator Details During Onboarding
Keep the details for a new collaborator close to the context for their access request.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Retrieve User
Retrieves details for a specific user account.
Why this helps
Onboarding reviews slow down when administrators need to look up user details after piecing together the request context.
- Review details for a known user ID alongside onboarding context
- Reduce context switching during access checks
- Keep access decisions with an administrator
Setup
Build it in a few focused steps.
- 1Connect Airtop and Cardly once in the Notis portal.
- 2Create an automation by telling Notis what collaborator review you need, or use Automations, New Automation in the portal.
- 3In one instruction, ask Airtop to gather onboarding context and Cardly to retrieve details for a specific user ID you provide or have already found.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real user ID and have an administrator confirm the details before acting.
Questions about this workflow
Can this find the user ID from an email?
No. This workflow uses the retrieve user action, which requires a known user ID. Obtain the ID from Cardly's user list or supply it.
Will it invite or change the user's access?
No. It retrieves user details only and does not change permissions or send an invitation.
Why schedule a lookup for a known user?
A recurring onboarding review can provide a checkpoint when access requests are processed on a regular cadence. Use a schedule that matches your process.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Cardly. A trigger fires from one place; an action lands in another.
Airtop 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.
Airtop and Cardly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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