Connect Cardly and Copper
Integrate Cardly with Copper to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Project in Copper when Automation Order Cancelled in Cardly
Create Person in Copper when Automation Order Cancelled in Cardly
Update Person in Copper when Automation Order Cancelled in Cardly
Create Company in Copper when Automation Order Cancelled in Cardly
Search Company in Copper when Automation Order Cancelled in Cardly
Popular Cardly + Copper flows
Start from a real workflow other teams are already running.
Choose a trigger
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
Choose an action
Copper
Automatically do this!
Create Project
Create Person
Update Person
Create Company
Search Company
Search for a Project
Search for a Opportunity
Search for a Person
Search for a Lead
Search for a Company [or create]
Search for a Person [or create]
Search for a Project [or create]
Create Opportunity
Create Lead
Update Opportunity
Update Project
Update Company
Search for a Opportunity [or create]
List User
List Customer Sources
List Contact Types
List Pipelines
List Tags
List Tasks
List Activity
List Activity Types
Create Project in Copper when Automation Order Cancelled in Cardly
Use this flowCreate Person in Copper when Automation Order Cancelled in Cardly
Use this flowUpdate Person in Copper when Automation Order Cancelled in Cardly
Use this flowCreate Company in Copper when Automation Order Cancelled in Cardly
Use this flowSearch Company in Copper when Automation Order Cancelled in Cardly
Use this flowSearch for a Project in Copper when Automation Order Cancelled in Cardly
Use this flowSearch for a Opportunity in Copper when Automation Order Cancelled in Cardly
Use this flowSearch for a Person in Copper when Automation Order Cancelled in Cardly
Use this flowSearch for a Lead in Copper when Automation Order Cancelled in Cardly
Use this flowSearch for a Company [or create] in Copper when Automation Order Cancelled in Cardly
Use this flowSupported Triggers & Actions
Everything you can automate between Cardly and Copper.
When this happensTriggers
A trigger is an event that starts a workflow.
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
Get details about an order that was just created for one of your contacts based on an automation rule being triggered.
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
Feed back details of a change of address notification for one of your contacts back into an external system.
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
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 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 new contact list to group contacts together, such as *Recent Orders* or *Current Customers*.
Create a Contact
Create a new contact in a given contact list.
Delete a Contact
Delete a contact from a list so they are no longer eligible for matching automation rules.
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 using a template and selected artwork.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
AI will build it for you
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.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating Cardly and Copper free
No credit card required. Set up your first workflow in minutes.
About Cardly
Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.
Learn moreSimilar apps
About Copper
Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Cardly and Copper 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 Copper 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 Copper. No coding required.
Yes. You can set up a workflow where Cardly triggers actions in Copper, and a separate workflow where Copper 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 Copper. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Cardly and Copper integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
