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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.

TriggerScheduled

Create Contact List

Tool to add a new contact list. use after defining name and optional custom fields, before populating the list with contacts.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Webhook

Tool to create a new webhook subscription. use when you need cardly to notify your application via http post for specific events.

ActionInstant

Attachment Added to Task

Triggers when an attachment is added to a task.

TriggerInstant

Delete Invitation by Email

Tool to delete an invitation by email address. use when you need to invalidate an outstanding invitation immediately.

ActionInstant

New Comment on Task

Triggers when a comment is added to a task in a project.

TriggerInstant

Delete Webhook

Tool to delete a webhook. use after confirming the webhook id to immediately cease all activity and event subscriptions for that webhook.

ActionInstant

New Task Created

Triggers when a new task is created in a project.

TriggerInstant

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.

ActionInstant

Task Moved to Section

Triggers when a task is moved to a section in a project.

TriggerInstant

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.

ActionInstant

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.

TriggerInstant

List Credit History

Tool to list credit history records. use after checking account balance to review recent credits/debits.

ActionInstant

Task Updated

Triggers when a task is updated in a project.

TriggerInstant

List Fonts

Tool to list your currently available fonts. use after confirming authentication to explore font options in cardly.

ActionInstant

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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