Check Cardly Invitations During Ticket Triage
Resolve access questions with a current invitation audit attached to the ticket.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
List Invitations
Tool to retrieve active invitations for your organisation with optional filters. use when you need to audit invited users and their statuses before sending new invitations or revoking access.
Why this helps
Support can waste time sending duplicate invitations when invitation status is unclear.
- Prevents duplicate invitations
- Speeds access triage
- Keeps invitation decisions consistent
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Cardly in Notis once.
- 2Create an automation named Ticket Invitation Audit.
- 3Tell Notis to list relevant Cardly invitations and identify any active or pending match.
- 4Pick New Zendesk Ticket as the trigger and choose a report channel.
- 5Test with one real ticket.
Questions about this workflow
Can this revoke an invitation?
No. It audits invitations; deletion requires a separate confirmed action.
What matching details should I provide?
Tell Notis which email or identifier from the ticket should be checked.
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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