Connect cardly and knowa 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!
- Request a new Action for knowa
Enable Integrations or automations with these events of cardly and knowa
Enable Integrations or automations with these events of cardly and knowa
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 created, add the customer to a selected Cardly contact list.
Order Sent Automation
Triggers Cardly's 'Order Sent' mail automation for contacts, optionally restricted to a specified contact list.
Update Contact Address
Update a contact’s mailing address in Cardly; optionally restrict the change to a specific contact list.
Undeliverable Contact Alert
Notify when a contact's mail is returned as Undeliverable As Addressed. Optionally restrict notifications to a selected contact list.
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.
Sync Contact
Add or update a contact in a Cardly contact list.
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
Know More About Cardly and Knowa Integrations
How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Frequently Asked Questions
To start, connect both your cardly and knowa accounts to viaSocket. Once connected, you can set up a workflow where an event in cardly triggers actions in knowa (or vice versa).
Absolutely. You can customize how cardly data is recorded in knowa. This includes choosing which data fields go into which fields of knowa, setting up custom formats, and filtering out unwanted information.
The data sync between cardly and knowa 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 knowa. 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 knowa
Knowa is a board governance tool to meet, collaborate and access board information in one place
Learn MoreviaSocket
For SaaS
For AI Agent Builders
Support
Automation Experts
Plans, Pricing and Offer
AI & Automation
© 2025 viaSocket |Privacy,TermsandData Retention & Deletion Policy
Walkover Web Solutions Pvt Ltd. | All rights reserved.