Integrate Cardly with your favorite apps
Easily connect Cardly with the apps you use every day. Pick from thousands of available Cardly integrations or customize
new ones through our automation platform.
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Triggers and Actions in Cardly Automations
viaSocket makes it simple to connect Cardly and automate repetitive tasks.
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.
How to get started with Cardly automations
Automate when something happens in Cardly
Login -> Create new flow -> Select trigger -> Search Cardly -> Choose the trigger from the list
Take action in Cardly when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Cardly -> Choose the action from the list
Trigger
Action
Real-world use cases of Cardly integrations
See how Cardly integrates with popular apps to automate tasks and streamline your workflow.
- Integrate cardly with Salesforce to sync records, ensuring that customer data is consistently updated across your CRM and cardly databases.
- Integrate cardly with MySQL to automatically sync records, facilitating seamless data exchange between cardly and your SQL databases.
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Frequently Asked Questions
Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.
viaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.
Yes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.
viaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.
About Cardly
Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.
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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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