Check available Cardly templates when a Box brief changes
A revised brief can change the shape of a campaign. Check Cardly's current templates when the Box file is updated.
Trigger
File Metadata Changed
Triggers when a file's metadata or properties change in Box. This trigger monitors a specific Box file and fires when changes are detected in key fields like name, description, size, modification time, parent folder, or status.
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
A campaign revision can make an earlier template choice stale, and checking the current Cardly options may otherwise get missed.
- Prompt a template review when the campaign file changes.
- Use Cardly's current template list in the review.
- Reduce the chance of proofing against an outdated campaign brief.
Setup
Build it in a few focused steps.
- 1Connect Box and Cardly once in the Notis portal.
- 2Create an automation in Notis and describe how a changed campaign brief should prompt a template review.
- 3Pick the Box File Metadata Changed trigger for the relevant brief.
- 4Choose where run reports should go.
- 5Test with one real brief update and review the returned Cardly template options.
Questions about this workflow
Does this select a template automatically?
No. The available action lists templates. Use the returned options to review and choose a suitable template.
Can Notis tell which template matches the brief?
Not from template names alone in every case. Supply selection criteria in your instruction if you want Notis to compare the returned options.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Cardly. A trigger fires from one place; an action lands in another.
Box 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.
Collaboration Details Changed
Triggers when a collaboration's details change (e.g., role, status, expiration). This trigger monitors a specific collaboration and detects when any meaningful field changes, such as role, status, expiration date, access type, or acknowledgment status.
Delete Invitation by Email
Tool to delete an invitation by email address. use when you need to invalidate an outstanding invitation immediately.
Comment Changed
Triggers when a comment's content or details change in Box. This trigger monitors a specific Box comment and detects when any meaningful field changes, such as message text edits, tagged message changes, or modification timestamp updates.
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 File Comment Added
Triggers when a new comment is added to a file in Box. This trigger monitors a specific Box file and fires when new comments are detected.
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.
File Metadata Changed
Triggers when a file's metadata or properties change in Box. This trigger monitors a specific Box file and fires when changes are detected in key fields like name, description, size, modification time, parent folder, or status.
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.
File Shared Link Changed
Triggers when a file's shared link settings change in Box. This trigger monitors a specific Box file's shared link and fires when changes are detected in the shared link configuration, such as access level, permissions, password protection, expiration date, or vanity URL.
List Credit History
Tool to list credit history records. use after checking account balance to review recent credits/debits.
New File Version Uploaded
Triggers when a new file version is uploaded to a file in Box. This trigger monitors a specific Box file and fires when new versions are detected.
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.
Box and Cardly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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