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Notis

List Cardly users from WhatsApp

Get a current access snapshot without switching tools or relying on an old team list.

Trigger

New WhatsApp Message Received

Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.

Action

List Users

Tool to retrieve all users associated with your account. use when you need to list and paginate user accounts.

Why this helps

Access reviews become slow when the question arrives in chat but the user roster lives elsewhere.

  • Create a current user snapshot
  • Speed up access reviews
  • Keep the request context visible

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 access and asks Cardly to list users, then summarize the result.
  • 3Pick the Timelinesai New WhatsApp Message Received trigger.
  • 4Choose where reports go and test with one real access question.

Questions about this workflow

Can it show detailed user information?

This workflow lists users. Use the separate Retrieve User action when a specific user id is supplied.

Can it identify inactive users?

Ask Notis to summarize any status fields returned by Cardly and flag missing status data.

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.

TriggerScheduled

Create Contact List

Tool to add a new contact list. use after defining name and optional custom fields, before populating the list with contacts.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Webhook

Tool to create a new webhook subscription. use when you need cardly to notify your application via http post for specific events.

ActionInstant

New WhatsApp Message Received

Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.

TriggerPolling

Delete Invitation by Email

Tool to delete an invitation by email address. use when you need to invalidate an outstanding invitation immediately.

ActionInstant

Delete Webhook

Tool to delete a webhook. use after confirming the webhook id to immediately cease all activity and event subscriptions for that webhook.

ActionInstant

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.

ActionInstant

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.

ActionInstant

List Credit History

Tool to list credit history records. use after checking account balance to review recent credits/debits.

ActionInstant

List Fonts

Tool to list your currently available fonts. use after confirming authentication to explore font options in cardly.

ActionInstant

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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