Prepare a Cardly preview from a WhatsApp reply
A customer choice can kick off a preview for review, with the card details supplied in your instruction or reply context.
Trigger
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Action
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.
Why this helps
After a customer chooses an option, preparing a preview can become another task to remember and coordinate.
- Start preview preparation from a real interactive reply.
- Use the artwork and template details supplied to Notis.
- Review a watermarked preview before estimating costs or delivery.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Cardly once in the Notis portal.
- 2Create an automation for Cardly previews from WhatsApp replies.
- 3In one instruction, describe how to generate a preview and supply the artwork and template details Notis should use.
- 4Pick Interactive Reply Received as the trigger and choose where run reports go.
- 5Test with one real interactive reply and review the generated preview.
Questions about this workflow
Will a reply contain all details needed for a preview?
Not necessarily. Provide the needed artwork and template details in your instruction or reply context; the workflow cannot assume missing details.
Is the preview ready to send to customers?
No. Cardly's Generate Preview action creates a low-quality, watermarked preview document for review and cost or delivery estimation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Cardly. A trigger fires from one place; an action lands in another.
Whatsapp 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.
Message Status Updated
Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks
Delete Invitation by Email
Tool to delete an invitation by email address. use when you need to invalidate an outstanding invitation immediately.
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
Delete Webhook
Tool to delete a webhook. use after confirming the webhook id to immediately cease all activity and event subscriptions for that webhook.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
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.
Message Template Status Update
Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.
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.
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.
Whatsapp and Cardly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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