Add delivered Cardly cards to customer history
Delivered cards become a readable touchpoint in Salesforce, alongside the rest of the relationship history.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
A card may reach a customer while the Salesforce record still looks untouched.
- Show mailed touchpoints in Salesforce.
- Make relationship history easier to scan.
- Reduce manual status logging.
Setup
Build it in a few focused steps.
- 1Connect Cardly and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to find recently delivered Cardly cards and add a short note to each matched Salesforce record.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one delivered card and confirm the record match and note content.
Questions about this workflow
Can the note include delivery timing?
Yes, ask Notis to include the delivery date when Cardly provides it.
How does it avoid logging the same card twice?
Tell Notis to check for an existing note for that Cardly card before creating another one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cardly to Salesforce. A trigger fires from one place; an action lands in another.
Cardly triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Cardly and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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