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Notis

Make Cardly follow-up review easier

Get a draft review ready so potential follow-ups have a place in your weekly routine.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Create email draft

Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.

Why this helps

It is hard to remember which outreach may need attention when follow-up timing is not visible in one place.

  • Create a repeatable review point
  • Gather potentially relevant outreach in one draft
  • Keep follow-up decisions editable

Setup

Build it in a few focused steps.

  • 1Connect Cardly and Gmail once in the Notis portal.
  • 2Create an automation named Cardly outreach review and describe what activity should be listed in the draft.
  • 3Pick a recurring schedule and choose where run reports should go.
  • 4Test with one real set of Cardly activity and review the draft.

Questions about this workflow

Can Notis know when a follow-up is due?

Only if timing information or a follow-up rule is available. Include your rule in the instruction, and supply dates that Cardly does not provide.

Does this send a message to the contacts?

No. It creates an internal Gmail draft for your review.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Cardly to Gmail. A trigger fires from one place; an action lands in another.

Cardly triggers

Gmail actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Modify email labels

Adds and/or removes specified gmail labels for a message; ensure `message id` and all `label ids` are valid (use 'listlabels' for custom label ids).

ActionInstant

Webhook trigger

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

TriggerInstant

Create email draft

Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.

ActionInstant

Create label

Creates a new label with a unique name in the specified user's gmail account.

ActionInstant

Delete Draft

Permanently deletes a specific gmail draft using its id; ensure the draft exists and the user has necessary permissions for the given `user id`.

ActionInstant

Delete message

Permanently deletes a specific email message by its id from a gmail mailbox; for `user id`, use 'me' for the authenticated user or an email address to which the authenticated user has delegated access.

ActionInstant

Fetch emails

Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.

ActionInstant

Fetch message by message ID

Fetches a specific email message by its id, provided the `message id` exists and is accessible to the authenticated `user id`.

ActionInstant

Fetch Message by Thread ID

Retrieves messages from a gmail thread using its `thread id`, where the thread must be accessible by the specified `user id`.

ActionInstant

Connect any two apps with Notis in the middle.

Cardly and Gmail, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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