Retrieve Cardly user details from WhatsApp
Resolve a specific access question with the detailed Cardly user record, while keeping the original request in view.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Retrieve User
Tool to retrieve detailed information about a specific user. use after obtaining the user id to fetch its details.
Why this helps
Specific user questions take longer when the support context and account record are separated.
- Speed up individual access checks
- Reduce duplicate searching
- Keep support context attached
Setup
Build it in a few focused steps.
- 1Connect Timelinesai and Cardly in the Notis portal once.
- 2Create an automation that extracts a Cardly user id from a WhatsApp message and asks Cardly to retrieve that user's details.
- 3Pick the Timelinesai New WhatsApp Message Received trigger.
- 4Choose a report channel and test with one message containing a user id.
Questions about this workflow
What if the message only includes an email?
Use the email as context for review, but do not invent a user id; ask for the id if Cardly requires it.
Can it summarize sensitive details?
Ask Notis to include only the fields needed for the support decision.
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.
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When this happens · Trigger
Do this · Action
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