Full list

Supported Triggers & Actions

Everything you can automate between Agent AI and Cardly.

When this happensTriggers

A trigger is an event that starts a workflow.

Automation Order Cancelled

Automation Order Cancelled

Get details about an order that was cancelled for one of your contacts and the rule that originally triggered it.

Automation Order Created

Automation Order Created

Get details about an order that was just created for one of your contacts based on an automation rule being triggered.

Automation Order Sent

Automation Order Sent

Get details about an order that was dispatched for one of your contacts and the rule that originally triggered it.

Contact Change of Address Notification

Contact Change of Address Notification

Feed back details of a change of address notification for one of your contacts back into an external system.

Contact Undeliverable as Addressed Notification

Contact Undeliverable as Addressed Notification

Feed back details of an undeliverable mail notification for one of your contacts back into an external system.

Gift Card Redeemed

Gift Card Redeemed

Get notified that a gift in one of your cards was redeemed, along with the details of who the card was sent to.

Do thisActions

Action is the task that follows automatically within your Agent AI integrations.

Web Page Content

Web Page Content

Extract text content from a specified web page or domain.

Web Page Screenshot

Web Page Screenshot

Capture a visual screenshot of a specified web page for documentation or analysis.

YouTube Video Transcript

YouTube Video Transcript

Fetches the transcript of a YouTube video using the video URL.

YouTube Channel Data

YouTube Channel Data

Retrieve detailed information about a YouTube channel, including its videos and statistics.

Get Company Earnings Info

Get Company Earnings Info

Retrieve company earnings information for a given stock symbol over time.

Get Company Financial Profile

Get Company Financial Profile

Retrieve detailed financial and company profile information for a given stock symbol, such as market cap and the last known stock price for any company.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Agent AI
Agent AI + Cardly
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About Agent AI

Agent AI is a cutting-edge platform that leverages artificial intelligence to enhance customer support and engagement. It provides automated solutions to streamline customer interactions, improve response times, and deliver personalized experiences. With its advanced AI capabilities, Agent AI helps businesses optimize their customer service operations and increase customer satisfaction.

Learn more

Frequently Asked Questions

How do I connect Agent AI and Cardly?

Sign up for a free viaSocket account, then authorize both your Agent AI and Cardly accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Agent AI and Cardly as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Agent AI to Cardly?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Cardly. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Agent AI triggers actions in Cardly, and a separate workflow where Cardly triggers actions in Agent AI. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Agent AI and Cardly. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Agent AI and Cardly integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.