Connect AgentX and Cardly to Build Intelligent Automations
Choose a Trigger
When this happens...
New conversation arrives
Get recent messages
Get recent agents
Fetch recent agent messages
Choose an Action
Automatically do this!
Invite User to Account
Create a Contact List
Create a Contact
Delete a Contact
Revoke User Access
Send a Card
Synchronize a Contact
Ready to use AgentX and Cardly automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New conversation arrives
Start a workflow for each new conversation received by the selected AgentX agent.
Get recent messages
Retrieves messages from the selected conversation posted in the last few minutes.
Get recent agents
Returns agents created within the selected time window, newest first.
Fetch recent agent messages
Retrieve the agent's messages from the selected conversation that were sent recently.
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
Get details about an order that was just created for one of your contacts based on an automation rule being triggered.
Do thisActions
Action is the task that follows automatically within your AgentX integrations.
Start a conversation
Create a new chat with the selected agent so you can send messages and get responses.
Send message to agent
Start a conversation with the selected agent and send your initial message.
Send a message
Send a message from the chosen Agent into an existing conversation so the Agent can reply.
Invite User to Account
Invite a user to access your account in a non-privileged capacity, optionally allowing free credit or saved credit card usage.
Create a Contact List
Create a new contact list to group contacts together, such as *Recent Orders* or *Current Customers*.
Create a Contact
Create a new contact in a given contact list.
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Frequently Asked Questions
To start, connect both your AgentX and Cardly accounts to viaSocket. Once connected, you can set up a workflow where an event in AgentX triggers actions in Cardly (or vice versa).
Absolutely. You can customize how AgentX data is recorded in Cardly. This includes choosing which data fields go into which fields of Cardly, setting up custom formats, and filtering out unwanted information.
The data sync between AgentX and Cardly typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between AgentX and Cardly. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About AgentX
AgentX is a versatile platform designed to streamline and enhance your workflow with powerful automation and integration capabilities.
Learn MoreAbout Cardly
Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.
Learn More
