Keep the next step moving after a thank-you card
A thoughtful Cardly touchpoint can lead to a timely Salesforce reminder for what comes next.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
After sending a thank-you card, a founder can lose track of the conversation or next commitment.
- Tie a thank-you touchpoint to a next step.
- Keep relationship follow-up visible.
- Reduce the mental load of remembering who to contact.
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 the Salesforce record for a Cardly thank-you card and create a task for the next appropriate touchpoint.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real thank-you card and review the follow-up timing and task.
Questions about this workflow
Does the card itself need to contain a follow-up date?
No, but if the date is not present, tell Notis to use a reasonable interval or leave timing for the task owner to decide.
Can it skip cards with no follow-up needed?
Yes. Instruct Notis to create a task only when the Cardly context indicates a useful next step.
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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