Find the right Cardly template for every important email
Turn a meaningful email into a personal follow-up while it still matters.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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
Important messages demand a thoughtful response, but choosing the right card format takes extra time.
- Speeds template selection
- Keeps follow-up tied to message context
- Supports consistent outreach quality
Setup
Build it in a few focused steps.
- 1Connect Outlook and Cardly in Notis once.
- 2Create an automation for important incoming messages.
- 3Tell Notis to review the new email and recommend the best matching Cardly templates with a short rationale.
- 4Pick New Outlook Message as the trigger.
- 5Choose a report channel, then test with one real email.
Questions about this workflow
Does Notis send the card automatically?
No. It returns a recommendation unless you add a separate supported sending action.
What context does Notis use?
It can use the content and metadata returned by the Outlook message.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Cardly. A trigger fires from one place; an action lands in another.
Outlook triggers
Cardly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Contact List
Tool to add a new contact list. use after defining name and optional custom fields, before populating the list with contacts.
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.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Delete Invitation by Email
Tool to delete an invitation by email address. use when you need to invalidate an outstanding invitation immediately.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Delete Webhook
Tool to delete a webhook. use after confirming the webhook id to immediately cease all activity and event subscriptions for that webhook.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook 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.