Audit Cardly invitations from WhatsApp
Answer access questions with a current invitation audit instead of piecing together who was invited from memory.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
List Invitations
Tool to retrieve active invitations for your organisation with optional filters. use when you need to audit invited users and their statuses before sending new invitations or revoking access.
Why this helps
Team access gets confusing when invitation status is split from the conversation requesting help.
- See pending access in one report
- Reduce duplicate invitations
- Resolve onboarding questions faster
Setup
Build it in a few focused steps.
- 1Connect Timelinesai and Cardly in the Notis portal once.
- 2Create an automation that detects WhatsApp questions about Cardly invitations and asks Cardly to list active invitations with relevant filters.
- 3Pick the Timelinesai New WhatsApp Message Received trigger.
- 4Choose where reports go and test with one access question.
Questions about this workflow
Can it send a new invitation?
No. The allowed Cardly actions include listing and deleting invitations, not creating them.
Can it filter by email?
Yes. Ask Notis to use an email or status mentioned in the message when Cardly supports that filter.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Cardly. A trigger fires from one place; an action lands in another.
Timelinesai 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 WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Delete Invitation by Email
Tool to delete an invitation by email address. use when you need to invalidate an outstanding invitation immediately.
Delete Webhook
Tool to delete a webhook. use after confirming the webhook id to immediately cease all activity and event subscriptions for that webhook.
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.
Timelinesai 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.