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Create a targeted Amcards contact report at kickoff

Turn the criteria in a new project document into a focused contact view.

Trigger

New Coda Document Trigger

Triggers when a new Coda document is created.

Action

Get Contacts

This tool retrieves a list of contacts from amcards. it is used for managing contacts by providing details like limit, skip, and filters (e.g., last name, first name, email). the tool returns an array of contact objects containing fields such as id, first name, last name, email, created at, and updated at.

Why this helps

Searching contacts manually adds friction before a founder can start the actual project work.

  • Shortens contact research
  • Keeps criteria tied to source context
  • Produces a reusable starting report

Setup

Build it in a few focused steps.

  • 1Connect Coda and Amcards once in the Notis portal.
  • 2Create an automation describing the contact criteria and report format.
  • 3Choose New Coda Document Trigger as the trigger.
  • 4Choose where run reports go and test with one real document.

Questions about this workflow

Can it filter by email or name?

Yes, when those fields and criteria are available to the Amcards action.

What if the document has no criteria?

The report should state that no safe filter can be applied.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Coda triggers

Amcards actions

Recurring trigger

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

TriggerScheduled

Get Cards

This tool retrieves a list of all cards associated with the authenticated account. the action is completely independent and doesn't require any external resource ids or parameters beyond authentication. it allows users to monitor, track, and manage their cards.

ActionInstant

Webhook trigger

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

TriggerInstant

Get Contacts

This tool retrieves a list of contacts from amcards. it is used for managing contacts by providing details like limit, skip, and filters (e.g., last name, first name, email). the tool returns an array of contact objects containing fields such as id, first name, last name, email, created at, and updated at.

ActionInstant

Coda Document Deleted Trigger

Triggers when a Coda document is deleted.

TriggerPolling

New Coda Document Trigger

Triggers when a new Coda document is created.

TriggerPolling

New Coda Page Trigger

Triggers when a new page is added to a Coda document.

TriggerPolling

Specific Coda Page Updated Trigger

Triggers when a specific page within a Coda document is updated.

TriggerPolling

Connect any two apps with Notis in the middle.

Coda and Amcards, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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No card. Works with personal or business Amcards.