Start each week with a clear Cardly order review
Replace scattered order checking with one calm weekly summary.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Orders
Tool to retrieve orders placed by your organisation. use when you need to fetch paginated order history after confirming the endpoint.
Why this helps
Order follow-up gets deferred when it has no obvious place in the weekly routine.
- Creates a predictable review habit
- Surfaces exceptions early
- Reduces mental overhead
Setup
Build it in a few focused steps.
- 1Connect Cardly in Notis once.
- 2Create a scheduled automation for order review.
- 3Tell Notis to summarize recent Cardly orders and flag anything requiring follow-up.
- 4Pick a recurring schedule trigger.
- 5Choose a report channel, then test with one manual run.
Questions about this workflow
Do I need Outlook for this workflow?
No. This scheduled workflow only requires Cardly.
Can the summary include a date range?
Yes. State the desired period in the automation instruction.
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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