Review Cardly invitations during access work
When access work changes, bring active invitations into view to help prevent duplicate invitations or missed revocations.
Trigger
Task Updated
Triggers when a task is updated in a project.
Action
List Invitations
Tool to retrieve active invitations for your organisation with optional filters. use when you need to audit invited users and their statuses before sending new invitations or revoking access.
Why this helps
Outstanding invitations can be difficult to track while access requests move through project work.
- Review active invitations during access work.
- Help avoid sending duplicate invitations.
- Make invitation status easier to check before access changes.
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 list active Cardly invitations when an access-related task is updated.
- 4Pick Asana's Task Updated trigger and choose where run reports go.
- 5Test with one real access task update and review the invitation list.
Questions about this workflow
Does this revoke an invitation?
No. It lists active invitations so the team can audit them. Deletion is a separate action and requires an email address.
Can the invitation list be filtered?
The list action supports optional filters.
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.
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Task Updated
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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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