Review Cardly templates for new email requests
Bring available Cardly templates into the same follow-up as the request that prompted the search.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
List Templates
Tool to retrieve your currently available templates from cardly. use to list and paginate templates for selection in card sends.
Why this helps
Finding a suitable template can become a separate task that delays responding to a card request.
- Retrieve available templates when a card request arrives.
- Keep template options close to the original request.
- Make the next review step easier to pick up.
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 retrieve available Cardly templates when a new message requests a card and summarize the options for review.
- 4Pick New Gmail Message Received as the trigger and choose where run reports go.
- 5Test with one real request and confirm the returned options are useful.
Questions about this workflow
Does this select or order a template automatically?
No. It retrieves available templates and reports the options for review.
Can it match a template to the message?
Notis can summarize the request alongside the returned template information. Any criteria not stated in the email should be supplied in your instruction or reviewed by you.
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
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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.