
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

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When this happensTriggers
A trigger is an event that starts a workflow.
Trigger a Cardly automation when an order is cancelled and add the contact to the selected contact list.
When an order is placed, add the customer to the selected Cardly contact list(s).
Triggers Cardly's 'Order Sent' mail automation for selected contacts. Optionally restrict the send to one or more contact lists.
Update a contact's mailing address in Cardly; optionally restrict the update to one or more contact lists.
Notify when a contact's mail is returned as Undeliverable As Addressed. Optionally restrict alerts to specific contact lists.
Records when a customer redeems a gift card and triggers related marketing updates or notifications.
Action is the task that follows automatically within your cardly integrations.
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 new contact list and optionally add a description and custom fields.
Add a new contact to a specified Cardly contact list with name, address, and optional details (email, company, external ID).
Remove a contact from a selected list using contact ID or email.
Cancel an active invitation for the specified email, removing the user's pending access.
Place an order to print and mail a physical card using a selected template, artwork, message, and recipient address.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your cardly and mentortools accounts to viaSocket. Once connected, you can set up a workflow where an event in cardly triggers actions in mentortools (or vice versa).
Absolutely. You can customize how cardly data is recorded in mentortools. This includes choosing which data fields go into which fields of mentortools, setting up custom formats, and filtering out unwanted information.
The data sync between cardly and mentortools 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 mentortools. 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 helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.
Learn MoreMentortools is a platform designed to facilitate online learning and mentorship programs. It provides tools for creating, managing, and delivering educational content, making it easier for mentors and educators to connect with learners and track their progress.
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