Validate Cardly Media for New Customer Outreach
Choose a practical format for customer gestures before creative work begins.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
List Media
Tool to retrieve the currently available media sizes for product artwork. use when you need to explore or validate media options before creating artwork.
Why this helps
Teams can waste time designing for a media size that does not fit the intended outreach.
- Catches format issues early
- Reduces rework
- Supports repeatable onboarding choices
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Cardly in Notis once.
- 2Create an automation named New User Media Check.
- 3Tell Notis to list Cardly media options and identify suitable sizes for the planned outreach.
- 4Pick New User Created as the trigger and choose a report channel.
- 5Test with one real Zendesk user.
Questions about this workflow
Can I specify a preferred format?
Yes. Include the format or size constraints in the automation instruction.
Does this create artwork?
No. It validates available media options.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Cardly. A trigger fires from one place; an action lands in another.
Zendesk 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.
New User Created
Triggered when a new user is created in Zendesk.
Delete Invitation by Email
Tool to delete an invitation by email address. use when you need to invalidate an outstanding invitation immediately.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Delete Webhook
Tool to delete a webhook. use after confirming the webhook id to immediately cease all activity and event subscriptions for that webhook.
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.
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.
Zendesk and Cardly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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