Create Cardly lists for new organizations
Give every new account a clean outreach home.
Trigger
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Action
Create Contact List
Tool to add a new contact list. use after defining name and optional custom fields, before populating the list with contacts.
Why this helps
Account contacts end up scattered when list structure is postponed during onboarding.
- Creates account level structure
- Keeps contacts grouped
- Speeds onboarding work
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Cardly once.
- 2Create an automation for organization list creation.
- 3Tell Notis to create a Cardly contact list named after each new organization.
- 4Select New Organization Received as the trigger.
- 5Choose reports and test with one organization.
Questions about this workflow
Can custom fields be included?
Yes, ask Notis to include optional custom fields when the required details are available.
Does this add contacts?
It creates the list so contacts can be added through a supported follow-up workflow.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Cardly.