Connect cardly and Cube USA to Build Intelligent Automations

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cardly

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Cube USA

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Enable Integrations or automations with these events of cardly and Cube USA

Enable Integrations or automations with these events of cardly and Cube USA

Triggers

Order Cancelled Automation

Order Cancelled Automation

Trigger a Cardly automation when an order is cancelled and add the contact to the selected contact list.

Add Contact on Order

Add Contact on Order

When an order is placed, add the customer to the selected Cardly contact list(s).

Order Sent Automation

Order Sent Automation

Triggers Cardly's 'Order Sent' mail automation for selected contacts. Optionally restrict the send to one or more contact lists.

Update Contact Address

Update Contact Address

Update a contact's mailing address in Cardly; optionally restrict the update to one or more contact lists.

Undeliverable Contact Alert

Undeliverable Contact Alert

Notify when a contact's mail is returned as Undeliverable As Addressed. Optionally restrict alerts to specific contact lists.

Gift Card Redeemed

Gift Card Redeemed

Records when a customer redeems a gift card and triggers related marketing updates or notifications.

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).

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.

Send Card

Send Card

Place an order to print and mail a physical card using a selected template, artwork, message, and recipient address.

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Frequently Asked Questions

How do I start an integration between cardly and Cube USA?

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

Can we customize how data from cardly is recorded in Cube USA?

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

How often does the data sync between cardly and Cube USA?

The data sync between cardly and Cube USA 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 Cube USA?

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 Cube USA?

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

About Cube USA

Cube is comprehensive business management software for the building automation controls (BAC) industry. Developed by controls contractors for controls contractors, Cube reduces paperwork and costs while streamlining efficiency and boosting revenue.

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