Connect cardly and anchor to Build Intelligent Automations

Choose a Trigger

cardly

When this happens...

Choose an Action

anchor

Automatically do this!

Enable Integrations or automations with these events of cardly and anchor

Enable Integrations or automations with these events of cardly and anchor

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).

Request a new Action for cardly

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Frequently Asked Questions

How do I start an integration between cardly and anchor?

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

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

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

How often does the data sync between cardly and anchor?

The data sync between cardly and anchor 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 anchor?

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 anchor?

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

About anchor

Get freedom from the burden of invoicing and collections. Anchor is a platform to make your billing cycle flow. Autonomously.

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