Review Cardly user details when a prospect changes
Keep outreach ownership clear as prospect records evolve.
Trigger
Prospect Profile Changed
Triggers when a specific prospect's profile details change (contact info, status, type, source, level, tags, etc.). This trigger monitors a single prospect and fires when any of its core profile fields are modified.
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
Profile changes can leave uncertainty about who owns the next outreach action or which Cardly account is involved.
- Clarify outreach ownership
- Reduce duplicate prospect contact
- Keep profile changes visible
Setup
Build it in a few focused steps.
- 1Connect Workday and Cardly in Notis once.
- 2Create an automation for prospect profile change reviews.
- 3Tell Notis to retrieve relevant Cardly user details and summarize ownership implications after a prospect profile change.
- 4Pick Workday's Prospect Profile Changed trigger and choose a report channel.
- 5Test with one changed prospect profile.
Questions about this workflow
Will it change the Cardly user?
No. It retrieves details for review and leaves updates to an authorized user.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Workday to Cardly. A trigger fires from one place; an action lands in another.
Workday triggers
Cardly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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New Absence Balance
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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.
Workday and Cardly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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