Connect cardly and Asana to Build Intelligent Automations

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Task

New Task

Triggered when a New Task is created in a Project.

New Story

New Story

Triggeres when a new story is added to a task.

Completed Task

Completed Task

Triggered when a task within a project is marked as completed. Does not trigger on completed subtasks.

New Tag Created

New Tag Created

Triggeres when you create a new tag

New Comment

New Comment

Triggers when a new comment is added on a task.

New Project

New Project

Triggers when a new Project is created.

Request a new Trigger for cardly

Do thisActions

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

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.

Create a Project

Create a Project

Add a new project.

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Frequently Asked Questions

How do I start an integration between cardly and Asana?

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

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

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

How often does the data sync between cardly and Asana?

The data sync between cardly and Asana 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 Asana?

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 Asana?

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

About Asana

Organize your work and boost your team's productivity with Asana. This easy-to-use app helps you manage tasks, projects, and deadlines all in one place.

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