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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Order Cancelled Automation
Trigger a Cardly automation when an order is cancelled and add the contact to the selected contact list.
Add Contact on Order
When an order is placed, add the customer to the selected Cardly contact list(s).
Order Sent Automation
Triggers Cardly's 'Order Sent' mail automation for selected contacts. Optionally restrict the send to one or more contact lists.
Update Contact Address
Update a contact's mailing address in Cardly; optionally restrict the update to one or more contact lists.
Undeliverable Contact Alert
Notify when a contact's mail is returned as Undeliverable As Addressed. Optionally restrict alerts to specific contact lists.
Gift Card Redeemed
Records when a customer redeems a gift card and triggers related marketing updates or notifications.
Do thisActions
Action is the task that follows automatically within your Altoviz integrations.
Find a Sales Invoice
Find a sales invoice by internal ID. Optionally creates a sales invoice if none are found
Find Settings
Find an application settings
Find a Product
Find a product by its number. Optionally create a product if none is found
Find a Customer
Finds a customer by email-ID. Optionally creates a new customer if none are found
Find a Contact
Find a contact by Email.Optionally create a contact if none are found
Create a Contact
Creates a new contact
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Frequently Asked Questions
To start, connect both your Altoviz and Cardly accounts to viaSocket. Once connected, you can set up a workflow where an event in Altoviz triggers actions in Cardly (or vice versa).
Absolutely. You can customize how Altoviz 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 Altoviz 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 Altoviz 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 Altoviz
Altoviz is a cloud-based invoicing and accounting platform** for small businesses, starting with a web application. It aims to empower entrepreneurs with an appealing and powerful platform.
Learn MoreAbout Cardly
Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.
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