Preview Cardly cards requested in Gmail
Get a reviewable card preview from an incoming request, without rebuilding the details by hand.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
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.
Why this helps
Card requests can get buried in the inbox while artwork and delivery details wait for follow-up.
- Turn a new request into a preview task quickly.
- Keep review ahead of any order placement.
- Reduce repeated reading and re-entering of request details.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Cardly once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to use the email's card request details and confirmed artwork and template information to generate a Cardly preview for review.
- 4Pick New Gmail Message Received as the trigger and choose where run reports go.
- 5Test with one real card request and check the preview details.
Questions about this workflow
Will this place a card order?
No. The selected Cardly action generates a low-quality, watermarked preview. Review it and place any order separately.
What if the email does not include artwork or template details?
Have Notis flag the missing details in its run report so you can supply them before generating a preview.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Cardly. A trigger fires from one place; an action lands in another.
Gmail triggers
Cardly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Contact List
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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.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Delete Invitation by Email
Tool to delete an invitation by email address. use when you need to invalidate an outstanding invitation immediately.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Delete Webhook
Tool to delete a webhook. use after confirming the webhook id to immediately cease all activity and event subscriptions for that webhook.
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.
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.
List Credit History
Tool to list credit history records. use after checking account balance to review recent credits/debits.
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.
Gmail and Cardly, 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 Cardly.