Integrate Cardly with Chatsistant to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Chatbot in Chatsistant when Automation Order Cancelled in Cardly
Delete Chatbot from Chatsistant when Automation Order Cancelled in Cardly
Update Chatbot in Chatsistant when Automation Order Cancelled in Cardly
Create Agent in Chatsistant when Automation Order Cancelled in Cardly
Create QA in Chatsistant when Automation Order Cancelled in Cardly
Start from a real workflow other teams are already running.
Cardly
When this happens...
Automation Order Cancelled
Automation Order Created
Automation Order Sent
Contact Change of Address Notification
Contact Undeliverable as Addressed Notification
Gift Card Redeemed
QR Code Scanned
Chatsistant
Automatically do this!
Create Chatbot
Delete Chatbot
Update Chatbot
Create Agent
Create QA
Create URL Source
Delete Data-Soruces
Retrain Sources
Update Data Souce
Create Session
Delete Session
Create Message
Delete Message
Update Agent
Create Source Tag
Create Chatbot in Chatsistant when Automation Order Cancelled in Cardly
Use this flowDelete Chatbot from Chatsistant when Automation Order Cancelled in Cardly
Use this flowUpdate Chatbot in Chatsistant when Automation Order Cancelled in Cardly
Use this flowCreate Agent in Chatsistant when Automation Order Cancelled in Cardly
Use this flowCreate QA in Chatsistant when Automation Order Cancelled in Cardly
Use this flowCreate URL Source in Chatsistant when Automation Order Cancelled in Cardly
Use this flowDelete Data-Soruces in Chatsistant when Automation Order Cancelled in Cardly
Use this flowRetrain Sources in Chatsistant when Automation Order Cancelled in Cardly
Use this flowUpdate Data Souce in Chatsistant when Automation Order Cancelled in Cardly
Use this flowCreate Session in Chatsistant when Automation Order Cancelled in Cardly
Use this flowEverything you can automate between Cardly and Chatsistant.
When this happensTriggers
A trigger is an event that starts a workflow.
Get details about an order that was cancelled for one of your contacts and the rule that originally triggered it.
Get details about an order that was just created for one of your contacts based on an automation rule being triggered.
Get details about an order that was dispatched for one of your contacts and the rule that originally triggered it.
Feed back details of a change of address notification for one of your contacts back into an external system.
Feed back details of an undeliverable mail notification for one of your contacts back into an external system.
Get notified that a gift in one of your cards was redeemed, along with the details of who the card was sent to.
Action is the task that follows automatically within your Cardly integrations.
Invite a user to access your account in a non-privileged capacity, optionally allowing free credit or saved credit card usage.
Create a new contact list to group contacts together, such as *Recent Orders* or *Current Customers*.
Create a new contact in a given contact list.
Delete a contact from a list so they are no longer eligible for matching automation rules.
Revoke access for a user from your account, removing any current user account access or negating any outstanding invitations.
Send a card using a template and selected artwork.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.

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Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.
Learn moreChatsistant is a cutting-edge platform designed to enhance team communication and collaboration. It offers a seamless chat experience, enabling teams to connect, share ideas, and work together efficiently. With features like real-time messaging, file sharing, and integration with other productivity tools, Chatsistant is the perfect solution for businesses looking to improve their internal communication.
Learn moreSign up for a free viaSocket account, then authorize both your Cardly and Chatsistant accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Cardly and Chatsistant as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Chatsistant. No coding required.
Yes. You can set up a workflow where Cardly triggers actions in Chatsistant, and a separate workflow where Chatsistant triggers actions in Cardly. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Cardly and Chatsistant. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Cardly and Chatsistant integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.