Connect cardly and H&R Block to Build Intelligent Automations
Choose a Trigger
When this happens...
Order Cancelled Automation
Add Contact on Order
Order Sent Automation
Update Contact Address
Undeliverable Contact Alert
Gift Card Redeemed
QR Code Scanned
Choose an Action
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Enable Integrations or automations with these events of cardly and H&R Block
Enable Integrations or automations with these events of cardly and H&R Block
Triggers
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
When an order is placed, add the customer to the selected Cardly contact list(s).
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 a contact's mailing address in Cardly; optionally restrict the update to one or more contact lists.
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
Records when a customer redeems a gift card and triggers related marketing updates or notifications.
Actions
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 new contact list and optionally add a description and custom fields.
Create Contact
Add a new contact to a specified Cardly contact list with name, address, and optional details (email, company, external ID).
Delete Contact
Remove a contact from a selected list using contact ID or email.
Cancel Invitation
Cancel an active invitation for the specified email, removing the user's pending access.
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
To start, connect both your cardly and H&R Block accounts to viaSocket. Once connected, you can set up a workflow where an event in cardly triggers actions in H&R Block (or vice versa).
Absolutely. You can customize how cardly data is recorded in H&R Block. This includes choosing which data fields go into which fields of H&R Block, setting up custom formats, and filtering out unwanted information.
The data sync between cardly and H&R Block typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between cardly and H&R Block. 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.
About cardly
Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.
Learn MoreAbout H&R Block
H&R Block is a leading provider of tax preparation services, offering a range of solutions to help individuals and businesses manage their tax needs efficiently. With a focus on accuracy and customer satisfaction, H&R Block provides both in-person and online tax filing options, ensuring that clients receive the maximum refund possible. The platform also offers tools for tax planning and financial advice, making it a comprehensive resource for all tax-related matters.
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