Connect cardly and Keka 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
Automatically do this!
Get an Employee
Search Employee by Email
Deactivate Employee
Get All Exitreasons
Get all Leave Types
Employee Salary Details
Get Employee Documents
Get All Document Types
Get User Attendance
List all Employees
Attendance Regularization
Create Leave Request
Update Employee Personal Details
Create Employee
Get all Leave Balances
Get All Departments
Get All Job Titles
Get All Locations
List All Group Types
List All Groups
List All Capture Schemes
Get Review Group List
Get Time Frame List
Get all Leave Requests for a User
Gets review cycle list
Get Employee Review List
Get Holidays List
Get All Currencies
Get All Noticeperiods
Get All Contingent Types
Get Employee Document Attachment Download Url
List all Leave Plans
List all shift policies
List all trackingpolicies
List all weeklyoff policies
List all holidays Calendar
List all employee Salaries
List all Salary Components
List all Pay Groups
List All Pay Cycles
Get Pay Register
Get all Pay Batches
List all Batch Payments
List all Pay Bands
List all Pay Grades
List all Employee FnF Details
List all Bonus Types
Get financial details for all employees
List all Salary Structures
Get employee form 16
List all Banks
Get Attachment Download Url
Get all clients
List Client Invoices
List Taxes
List Tax Groups
List Projects
List Employee Expenses
List Expense Policies
Ready to use cardly and Keka automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Do thisActions
Action is the task that follows automatically within your cardly integrations.
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 Keka accounts to viaSocket. Once connected, you can set up a workflow where an event in cardly triggers actions in Keka (or vice versa).
Absolutely. You can customize how cardly data is recorded in Keka. This includes choosing which data fields go into which fields of Keka, setting up custom formats, and filtering out unwanted information.
The data sync between cardly and Keka 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 Keka. 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 Keka
Keka is a comprehensive HR and payroll management platform designed to streamline and automate various human resource processes. It offers features such as employee management, attendance tracking, leave management, payroll processing, and performance evaluation, making it an essential tool for businesses looking to enhance their HR operations.
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