
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

Automatically do this!
Create List
Create Comment
Add Member to Card
Create Schedule
Find Task
Find Member
Create Organization
Update Organization
Create Folder
Update Folder
Create Timer
Create Project
Update Project
Create Task
Update Timer
Move task
Delete Organization
Delete Folder
Archive Folder
Update List
Delete List
Delete Project
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When this happensTriggers
A trigger is an event that starts a workflow.
Get details about an order that was cancelled for one of your contacts and the rule that originally triggered it.
Get details about an order that was just created for one of your contacts based on an automation rule being triggered.
Get details about an order that was dispatched for one of your contacts and the rule that originally triggered it.
Feed back details of a change of address notification for one of your contacts back into an external system.
Feed back details of an undeliverable mail notification for one of your contacts back into an external system.
Get notified that a gift in one of your cards was redeemed, along with the details of who the card was sent to.
Action is the task that follows automatically within your Cardly integrations.
Invite a user to access your account in a non-privileged capacity, optionally allowing free credit or saved credit card usage.
Create a new contact list to group contacts together, such as *Recent Orders* or *Current Customers*.
Create a new contact in a given contact list.
Delete a contact from a list so they are no longer eligible for matching automation rules.
Revoke access for a user from your account, removing any current user account access or negating any outstanding invitations.
Send a card using a template and selected artwork.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 Ora accounts to viaSocket. Once connected, you can set up a workflow where an event in Cardly triggers actions in Ora (or vice versa).
Absolutely. You can customize how Cardly data is recorded in Ora. This includes choosing which data fields go into which fields of Ora, setting up custom formats, and filtering out unwanted information.
The data sync between Cardly and Ora 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 Ora. 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 MoreOra is a comprehensive project management and team collaboration tool designed to streamline workflows, enhance productivity, and facilitate seamless communication among team members. It offers features such as task management, time tracking, kanban boards, and real-time chat, making it ideal for teams looking to improve their project execution and collaboration efforts.
Learn More