Connect Cardly and Appcues to Build Intelligent Automations

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Cardly

When this happens...

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Appcues

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Ready to use Cardly and Appcues automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Automation Order Cancelled

Automation Order Cancelled

Get details about an order that was cancelled for one of your contacts and the rule that originally triggered it.

Automation Order Created

Automation Order Created

Get details about an order that was just created for one of your contacts based on an automation rule being triggered.

Automation Order Sent

Automation Order Sent

Get details about an order that was dispatched for one of your contacts and the rule that originally triggered it.

Contact Change of Address Notification

Contact Change of Address Notification

Feed back details of a change of address notification for one of your contacts back into an external system.

Contact Undeliverable as Addressed Notification

Contact Undeliverable as Addressed Notification

Feed back details of an undeliverable mail notification for one of your contacts back into an external system.

Gift Card Redeemed

Gift Card Redeemed

Get notified that a gift in one of your cards was redeemed, along with the details of who the card was sent to.

Do thisActions

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

Invite User to Account

Invite User to Account

Invite a user to access your account in a non-privileged capacity, optionally allowing free credit or saved credit card usage.

Create a Contact List

Create a Contact List

Create a new contact list to group contacts together, such as *Recent Orders* or *Current Customers*.

Create a Contact

Create a Contact

Create a new contact in a given contact list.

Delete a Contact

Delete a Contact

Delete a contact from a list so they are no longer eligible for matching automation rules.

Revoke User Access

Revoke User Access

Revoke access for a user from your account, removing any current user account access or negating any outstanding invitations.

Send a Card

Send a Card

Send a card using a template and selected artwork.

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Frequently Asked Questions

How do I start an integration between Cardly and Appcues?

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

Can we customize how data from Cardly is recorded in Appcues?

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

How often does the data sync between Cardly and Appcues?

The data sync between Cardly and Appcues 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 Appcues?

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 Appcues?

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

About Appcues

Appcues is a powerful user onboarding and product adoption platform offering multi-channel messaging and actionable insights. It integrates in-app experiences, emails, and push notifications, customized to your brand, to create tailored, automated journeys that boost engagement. With no-code user tracking and activity-based triggers, Appcues ensures precise, timely communication. Detailed insights and reporting tools help measure message performance, track trends, and optimize engagement through A/B testing, improving key metrics like activation and retention.

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