Connect Cardly and Instantly
Integrate Cardly with Instantly to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Invite User to Account on Cardly when New Lead in Campaign in Instantly.ai
Create a Contact List in Cardly when New Lead in Campaign in Instantly.ai
Create a Contact in Cardly when New Lead in Campaign in Instantly.ai
Delete a Contact in Cardly when New Lead in Campaign in Instantly.ai
Revoke User Access in Cardly when New Lead in Campaign in Instantly.ai
Popular Cardly + Instantly 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
Instantly
Automatically do this!
Create Lead
Create Lead List
Test account vitals
Add Lead to List
Add Lead to Campaign
Create Campaign
Create Block List
Create Custom Tag
Delete Custom Tag
Update Lead
Remove Lead From Campaign
Remove Lead From List
Update Campaign
Invite User to Account on Cardly when New Lead in Campaign in Instantly.ai
Use this flowCreate a Contact List in Cardly when New Lead in Campaign in Instantly.ai
Use this flowCreate a Contact in Cardly when New Lead in Campaign in Instantly.ai
Use this flowDelete a Contact in Cardly when New Lead in Campaign in Instantly.ai
Use this flowRevoke User Access in Cardly when New Lead in Campaign in Instantly.ai
Use this flowSend a Card via Cardly when New Lead in Campaign in Instantly.ai
Use this flowSynchronize a Contact with Cardly when New Lead in Campaign in Instantly.ai
Use this flowInvite User to Account on Cardly when New Email Received
Use this flowCreate a Contact List in Cardly when New Email Received
Use this flowCreate a Contact in Cardly when New Email Received
Use this flowSupported Triggers & Actions
Everything you can automate between Cardly and Instantly.
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.
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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.
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About Cardly
Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.
Learn moreSimilar apps
About Instantly
Instantly is a powerful AI-driven platform designed to enhance productivity and streamline workflows. It leverages artificial intelligence to automate tasks, manage data, and provide insights, making it an essential tool for businesses looking to optimize their operations.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Cardly and Instantly 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 Instantly 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 Instantly. No coding required.
Yes. You can set up a workflow where Cardly triggers actions in Instantly, and a separate workflow where Instantly 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 Instantly. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Cardly and Instantly integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
