Connect Callyzer and cardly to Build Intelligent Automations

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Event

New Event

Trigger's when new event occurs.

Order Cancelled Automation

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

Add Contact on Order

When an order is placed, add the customer to the selected Cardly contact list(s).

Order Sent Automation

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 Contact Address

Update a contact's mailing address in Cardly; optionally restrict the update to one or more contact lists.

Undeliverable Contact Alert

Undeliverable Contact Alert

Notify when a contact's mail is returned as Undeliverable As Addressed. Optionally restrict alerts to specific contact lists.

Do thisActions

Action is the task that follows automatically within your Callyzer integrations.

Fetch Employee Details

Fetch Employee Details

Retrieves details of registered employees, including numbers and tags.

Fetch Call History Report

Fetch Call History Report

Returns the total calls, total connected calls, and total call duration, broken down hour-wise for each day.

Fetch Summary Report

Fetch Summary Report

Retrieves call counts with Never Attended, Never Received, Unique Clients, and Working Hour.

Fetch Employee Summary Report

Fetch Employee Summary Report

Retrieves call counts, unique clients, and working hours for a given date range.

Invite User to Account

Invite User to Account

Send an invitation to join your Cardly account and optionally allow the invitee to use organization credits, gift credits, or saved credit cards.

Create a Contact List

Create a Contact List

Create a new contact list and optionally add a description and custom fields.

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Frequently Asked Questions

How do I start an integration between Callyzer and cardly?

To start, connect both your Callyzer and cardly accounts to viaSocket. Once connected, you can set up a workflow where an event in Callyzer triggers actions in cardly (or vice versa).

Can we customize how data from Callyzer is recorded in cardly?

Absolutely. You can customize how Callyzer 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.

How often does the data sync between Callyzer and cardly?

The data sync between Callyzer and cardly typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Callyzer to cardly?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Callyzer and cardly?

Yes, you can set conditional logic to control the flow of data between Callyzer 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.

Callyzer

About Callyzer

Callyzer is a comprehensive call tracking and analytics platform designed to help businesses monitor and analyze their call data effectively. It provides insights into call patterns, durations, and sources, enabling businesses to optimize their communication strategies and improve customer interactions.

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cardly

About cardly

Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.

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