Connect Cardly and Nibo
Integrate Cardly with Nibo to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Bank Account in Nibo when Automation Order Cancelled in Cardly
Create Employee in Nibo when Automation Order Cancelled in Cardly
Create Cost Center in Nibo when Automation Order Cancelled in Cardly
View Account Statement from Nibo when Automation Order Cancelled in Cardly
Create Bank Account in Nibo when Automation Order Created in Cardly
Popular Cardly + Nibo 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
Nibo
Automatically do this!
Create Bank Account
Create Employee
Create Cost Center
View Account Statement
Create Bank Account in Nibo when Automation Order Cancelled in Cardly
Use this flowCreate Employee in Nibo when Automation Order Cancelled in Cardly
Use this flowCreate Cost Center in Nibo when Automation Order Cancelled in Cardly
Use this flowView Account Statement from Nibo when Automation Order Cancelled in Cardly
Use this flowCreate Bank Account in Nibo when Automation Order Created in Cardly
Use this flowCreate Employee in Nibo when Automation Order Created in Cardly
Use this flowCreate Cost Center in Nibo when Automation Order Created in Cardly
Use this flowView Account Statement from Nibo when Automation Order Created in Cardly
Use this flowCreate Bank Account in Nibo when Automation Order Sent via Cardly
Use this flowCreate Employee in Nibo when Automation Order Sent via Cardly
Use this flowSupported Triggers & Actions
Everything you can automate between Cardly and Nibo.
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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About Cardly
Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.
Learn moreSimilar apps
About Nibo
Nibo is a comprehensive platform designed to streamline financial management and accounting processes for businesses. It offers tools for bookkeeping, financial reporting, and tax management, making it easier for companies to maintain accurate financial records and ensure compliance.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Cardly and Nibo 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 Nibo 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 Nibo. No coding required.
Yes. You can set up a workflow where Cardly triggers actions in Nibo, and a separate workflow where Nibo 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 Nibo. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Cardly and Nibo integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
