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Notis

Review Cardly order history from a follow-up request

Give follow-up work the order context it needs without a manual search.

Trigger

New Form Response

Triggers when a respondent completes and submits the form.

Action

List Orders

Tool to retrieve orders placed by your organisation. use when you need to fetch paginated order history after confirming the endpoint.

Why this helps

Follow-up requests lack context because previous Cardly orders are spread across account history.

  • Restores campaign context
  • Reduces account searching
  • Helps triage follow-up work

Setup

Build it in a few focused steps.

  • 1Connect Typeform and Cardly in Notis once.
  • 2Create a follow-up history automation.
  • 3Ask Notis to retrieve Cardly orders relevant to the submitted customer or campaign details.
  • 4Pick Typeform New Form Response.
  • 5Choose report delivery and test with one follow-up response.

Questions about this workflow

What if the response has no order identifier?

Notis can report that the available details are insufficient for a reliable match.

Can it update an order?

No. This workflow only retrieves order history.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Typeform to Cardly. A trigger fires from one place; an action lands in another.

Typeform 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 Form Response

Triggers when a respondent completes and submits the form.

TriggerInstant

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.

Typeform and Cardly, 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 Cardly.