Generate Cardly previews for new deal concepts
Review the idea before committing time or credit.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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
Teams debate card concepts without a concrete preview to react to.
- Creates a tangible review artifact
- Supports early cost discussion
- Improves creative alignment
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Cardly in Notis.
- 2Create an automation for deal preview generation.
- 3Instruct Notis to generate a Cardly preview from the new deal context and confirmed artwork details.
- 4Pick New Deal Received as the trigger.
- 5Choose reports and test with one deal containing the needed details.
Questions about this workflow
What if artwork details are missing?
Notis should report the missing information before requesting the preview.
Is the preview production quality?
No, it is a low-quality, watermarked preview for estimation and review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Cardly. A trigger fires from one place; an action lands in another.
Pipedrive 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 Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Delete Invitation by Email
Tool to delete an invitation by email address. use when you need to invalidate an outstanding invitation immediately.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
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 Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
Pipedrive and Cardly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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