Preview a Cardly Welcome Card for New Salesforce Leads
Give new leads a thoughtful first touch. Have Notis prepare a Cardly preview when a lead enters Salesforce.
Trigger
New Lead Trigger
Triggers when a new Lead 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
New leads can sit without a timely personal touch while you decide what to send.
- Review a personalized card concept without switching apps.
- Use a chosen Cardly template and artwork consistently.
- Keep a human review step before sending outreach.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Cardly once in the Notis portal.
- 2Create an automation by telling Notis the outcome you want, or use Automations, New Automation in the portal.
- 3In one instruction, ask Notis to create a preview for each new lead using your specified Cardly artwork and template; provide any personalization details you want included.
- 4Pick the Salesforce New Lead trigger and choose where run reports go.
- 5Test with one real lead and review the Cardly preview.
Questions about this workflow
Does this send the card to the lead?
No. The available Cardly action creates a low-quality, watermarked preview. Review and send the card through your Cardly process.
What details must I provide?
Specify the Cardly artwork and template, plus the personalization you want. Notis can only use details available in the trigger data or supplied in your instruction.
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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No card. Works with personal or business Cardly.