Review Cardly invitations before campaign collaboration
See pending Cardly access requests before a new Trello campaign gets underway.
Trigger
New Card Trigger
Triggered when a card is created in the specified board
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
Collaborators are blocked or over invited because access is not reviewed at campaign intake.
- Reduces onboarding delays
- Helps spot stale invitations
- Improves access hygiene
Setup
Build it in a few focused steps.
- 1Connect Trello and Cardly in Notis once.
- 2Create an automation asking Notis to list active Cardly invitations relevant to the new campaign.
- 3Pick Trello New Card Trigger.
- 4Choose a report channel for the invitation review.
- 5Test with one collaborative campaign card.
Questions about this workflow
Can it revoke invitations?
This workflow only lists invitations. Revocation requires a separate approved action.
Can it filter by email?
Yes. Include the email or audience context in the prompt when reviewing invitations.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Cardly. A trigger fires from one place; an action lands in another.
Trello 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.
Card Archived Trigger
Triggered when a card is archived in the specified board
Delete Invitation by Email
Tool to delete an invitation by email address. use when you need to invalidate an outstanding invitation immediately.
New Activity Trigger
Triggered when there is activity in Trello.
Delete Webhook
Tool to delete a webhook. use after confirming the webhook id to immediately cease all activity and event subscriptions for that webhook.
New Board Trigger
Triggered when a board is created in the specified workspace
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.
New Card Trigger
Triggered when a card is created in the specified board
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.
Card Updated Trigger
Triggered when a specific card is updated
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.
Trello and Cardly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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