Find a Cardly template from a WhatsApp campaign brief
A short WhatsApp brief can become a useful template shortlist before the idea gets buried in chat.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
List Templates
Tool to retrieve your currently available templates from cardly. use to list and paginate templates for selection in card sends.
Why this helps
Template selection often becomes a separate research task that delays a campaign already discussed in WhatsApp.
- Shorten template research
- Keep the campaign brief in context
- Make the next decision easier
Setup
Build it in a few focused steps.
- 1Connect Timelinesai and Cardly in the Notis portal once.
- 2Create an automation that recognizes WhatsApp campaign briefs and asks Cardly to list relevant templates with a short rationale.
- 3Pick the Timelinesai New WhatsApp Message Received trigger.
- 4Choose a report channel and test with one real campaign brief.
Questions about this workflow
What makes a template relevant?
Include criteria such as occasion, audience, format, or campaign goal in the automation instruction.
Can it choose a template without user criteria?
It can list options, but any recommendation should use criteria you provide or clearly label assumptions.
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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