Check Existing Cardly Users During Onboarding
See whether a new customer or collaborator already exists in Cardly before planning access changes.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
List Users
Tool to retrieve all users associated with your account. use when you need to list and paginate user accounts.
Why this helps
Duplicate user records create confusion during onboarding and outreach administration.
- Reduces duplicate setup
- Improves onboarding context
- Creates a consistent account check
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Cardly in Notis once.
- 2Create an automation named New User Cardly Audit.
- 3Tell Notis to list Cardly users and identify any likely existing match.
- 4Pick New User Created as the trigger and choose a report channel.
- 5Test with one real Zendesk user.
Questions about this workflow
Can it update the Cardly user?
No. This workflow lists users and reports possible matches.
How does it handle uncertain matches?
Ask Notis to show the evidence and mark uncertain matches for review.
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.
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New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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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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