See Cardly users when onboarding work begins
As onboarding starts, get a current Cardly user list alongside the task so account setup is easier to coordinate.
Trigger
New Task Created
Triggers when a new task is created in a project.
Action
List Users
Tool to retrieve all users associated with your account. use when you need to list and paginate user accounts.
Why this helps
Account setup can stall when no one has a quick view of who already has access to Cardly.
- See current account users when onboarding work begins.
- Reduce extra navigation during setup.
- Make access coordination more informed.
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 Cardly users when a new onboarding task is created.
- 4Pick Asana's New Task Created trigger and choose where run reports go.
- 5Test with one real onboarding task and review the user list.
Questions about this workflow
Does this add a user to Cardly?
No. It retrieves and paginates the users associated with your account.
Can it show detailed information for one user?
The list action returns users. Retrieving details for one user requires that user's ID and the separate Retrieve User 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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