Connect cardly and allgeo to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for cardly
Choose an Action
Automatically do this!
- Request a new Action for allgeo
Enable Integrations or automations with these events of cardly and allgeo
Enable Integrations or automations with these events of cardly and allgeo
Actions
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 new contact list and optionally add a description and custom fields.
Create Contact
Add a new contact to a specified Cardly contact list with name, address, and optional details (email, company, external ID).
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Frequently Asked Questions
To start, connect both your cardly and allgeo accounts to viaSocket. Once connected, you can set up a workflow where an event in cardly triggers actions in allgeo (or vice versa).
Absolutely. You can customize how cardly data is recorded in allgeo. This includes choosing which data fields go into which fields of allgeo, setting up custom formats, and filtering out unwanted information.
The data sync between cardly and allgeo 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 cardly and allgeo. 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 cardly
Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.
Learn MoreAbout allgeo
Field Service Automation with scheduling, time-clock, location tracking, geofencing, mobile forms and event monitoring
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