Review an Amcards segment quarterly
Keep strategic contact segments visible without constant manual checks.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Contacts
This tool retrieves a list of contacts from amcards. it is used for managing contacts by providing details like limit, skip, and filters (e.g., last name, first name, email). the tool returns an array of contact objects containing fields such as id, first name, last name, email, created at, and updated at.
Why this helps
Important relationship segments are forgotten between planning cycles.
- Supports strategic planning
- Keeps key segments visible
- Reduces ad hoc reporting
Setup
Build it in a few focused steps.
- 1Connect Amcards to Notis once.
- 2Create an automation defining the segment and review questions.
- 3Tell Notis to retrieve the segment and summarize changes or priorities.
- 4Choose a quarterly Notis cron schedule and report channel.
- 5Test with one segment review.
Questions about this workflow
Which filters can I use?
Use the contact filters available in Amcards, including name and email filters.
Can it compare prior quarters?
Only if prior results are supplied or retained in the report context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Amcards. A trigger fires from one place; an action lands in another.
Todoist triggers
Amcards actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Cards
This tool retrieves a list of all cards associated with the authenticated account. the action is completely independent and doesn't require any external resource ids or parameters beyond authentication. it allows users to monitor, track, and manage their cards.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Contacts
This tool retrieves a list of contacts from amcards. it is used for managing contacts by providing details like limit, skip, and filters (e.g., last name, first name, email). the tool returns an array of contact objects containing fields such as id, first name, last name, email, created at, and updated at.
New Task Created
Trigger when a new task is added to Todoist.
Connect any two apps with Notis in the middle.
Todoist and Amcards, 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 Amcards.