Connect cardly and Agiled to Build Intelligent Automations

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cardly

When this happens...

Choose an Action

Agiled

Automatically do this!

Enable Integrations or automations with these events of cardly and Agiled

Enable Integrations or automations with these events of cardly and Agiled

Actions

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.

Create Contact

Create Contact

Add a new contact to a specified Cardly contact list with name, address, and optional details (email, company, external ID).

Delete Contact

Delete Contact

Remove a contact from a selected list using contact ID or email.

Cancel Invitation

Cancel Invitation

Cancel an active invitation for the specified email, removing the user's pending access.

Add Product

Add Product

Use this action to add products in agiled.app

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Frequently Asked Questions

How do I start an integration between cardly and Agiled?

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

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

Absolutely. You can customize how cardly data is recorded in Agiled. This includes choosing which data fields go into which fields of Agiled, setting up custom formats, and filtering out unwanted information.

How often does the data sync between cardly and Agiled?

The data sync between cardly and Agiled 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 cardly to Agiled?

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 cardly and Agiled?

Yes, you can set conditional logic to control the flow of data between cardly and Agiled. 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.

cardly

About cardly

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

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Agiled

About Agiled

Agiled.app is a comprehensive business and work management platform designed to help users manage their entire business operations in one place. It integrates several key functionalities, including Customer Relationship Management (CRM), Human Resource Management (HRM), financial management, project and task management, contracts, and professional proposals.

Learn More