Create a Cardly Thank-You Preview for New Salesforce Contacts
Turn a new relationship into a ready-to-review thank-you card concept, without another manual lookup.
Trigger
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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
Remembering who needs a personal thank-you can become another task to track across tools.
- Prepare a consistent card concept for each new contact.
- Reduce the effort of moving contact context between apps.
- Review the preview before deciding whether to send.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Cardly once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation in the portal.
- 3Tell Notis to create a thank-you preview for each new contact using the Cardly artwork and template you specify.
- 4Pick the Salesforce New Contact trigger and choose where run reports go.
- 5Test with one real contact and inspect the preview.
Questions about this workflow
Can Notis decide what the contact should be thanked for?
Only if the relevant context is present in Salesforce data returned to the automation or included in your instruction. Otherwise, supply the reason or use a general message.
Will the preview be print-ready?
No. Generate Preview creates a low-quality, watermarked document for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Cardly. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Delete Invitation by Email
Tool to delete an invitation by email address. use when you need to invalidate an outstanding invitation immediately.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Delete Webhook
Tool to delete a webhook. use after confirming the webhook id to immediately cease all activity and event subscriptions for that webhook.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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 Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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 Lead Trigger
Triggers when a new Lead is created in Salesforce.
List Credit History
Tool to list credit history records. use after checking account balance to review recent credits/debits.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce and Cardly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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