Explore campaign templates from Asana
At the point a task is marked for campaign planning, bring the available Cardly templates into view for concept exploration.
Trigger
Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
Action
List Templates
Tool to retrieve your currently available templates from cardly. use to list and paginate templates for selection in card sends.
Why this helps
Campaign concepts can stall while someone searches for the current template catalog.
- Make template exploration part of campaign kickoff.
- See current options during concept planning.
- Keep early creative discovery connected to task work.
Setup
Build it in a few focused steps.
- 1Connect Asana and Cardly once in the Notis portal.
- 2Create an automation by telling Notis the outcome in plain language.
- 3In one instruction, ask Notis to retrieve Cardly templates when the campaign-planning tag is added to a task.
- 4Pick Asana's Tag Added to Task trigger and choose where run reports go.
- 5Test with one real tagged campaign task and review the templates.
Questions about this workflow
How does the tag trigger identify the tag?
The event structure is inverted: the task is the resource, and parent.gid contains the tag GID.
Does this generate a preview?
No. It retrieves template options for exploration. Preview generation is a separate Cardly action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Cardly. A trigger fires from one place; an action lands in another.
Asana triggers
Cardly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Contact List
Tool to add a new contact list. use after defining name and optional custom fields, before populating the list with contacts.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Webhook
Tool to create a new webhook subscription. use when you need cardly to notify your application via http post for specific events.
Attachment Added to Task
Triggers when an attachment is added to a task.
Delete Invitation by Email
Tool to delete an invitation by email address. use when you need to invalidate an outstanding invitation immediately.
New Comment on Task
Triggers when a comment is added to a task in a project.
Delete Webhook
Tool to delete a webhook. use after confirming the webhook id to immediately cease all activity and event subscriptions for that webhook.
New Task Created
Triggers when a new task is created in a project.
Generate Preview
Tool to generate a low-quality, watermarked preview document for a card. use after confirming artwork and template details to estimate costs and delivery.
Task Moved to Section
Triggers when a task is moved to a section in a project.
List Artwork
Tool to retrieve the currently available artwork for your organisation. use when you need to list and paginate artwork items, optionally filtering to only your own artwork.
Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
List Credit History
Tool to list credit history records. use after checking account balance to review recent credits/debits.
Task Updated
Triggers when a task is updated in a project.
List Fonts
Tool to list your currently available fonts. use after confirming authentication to explore font options in cardly.
Connect any two apps with Notis in the middle.
Asana and Cardly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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