Match updated Drive briefs with available Cardly templates
A changed brief can prompt Notis to retrieve Cardly's available templates and bring the selection back into your run report.
Trigger
File Updated
Triggers when a file's metadata or content changes in Google Drive.
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
Revised campaign briefs can leave card teams unsure which template to use.
- Review available templates when a brief changes.
- Keep template discovery close to the latest campaign context.
- Avoid manually reopening Cardly to browse options.
Setup
Build it in a few focused steps.
- 1Connect Google Drive and Cardly once in the Notis portal.
- 2Create a new automation in the portal or tell Notis from any channel.
- 3In one instruction, ask Notis to retrieve available Cardly templates when a designated Drive brief changes and report the options.
- 4Pick the Google Drive File Updated trigger and choose where run reports should go.
- 5Test with one real brief update.
Questions about this workflow
Does this choose a template automatically?
The workflow retrieves available templates. Ask Notis to recommend among them only when the brief contains enough information to make a grounded recommendation.
Does Google Drive provide the brief's meaning?
The trigger signals that file content or metadata changed. Notis may analyze returned content when accessible, but the instruction should identify the brief to monitor.
Can it create a card?
No. The selected Cardly action lists templates; creating or sending a card is outside the allowed actions here.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Cardly. A trigger fires from one place; an action lands in another.
Google Drive triggers
Cardly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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Create Webhook
Tool to create a new webhook subscription. use when you need cardly to notify your application via http post for specific events.
Comment Added (Docs/Sheets/Slides)
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Tool to delete an invitation by email address. use when you need to invalidate an outstanding invitation immediately.
File Created
Triggers when a new file is created in Google Drive.
Delete Webhook
Tool to delete a webhook. use after confirming the webhook id to immediately cease all activity and event subscriptions for that webhook.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
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.
File Shared (Permissions Added)
Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.
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.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
List Credit History
Tool to list credit history records. use after checking account balance to review recent credits/debits.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
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.
Google Drive and Cardly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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