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.
Ready to use cardly automations
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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.
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 placed, add the customer to the selected Cardly contact list(s).
Order Sent Automation
Triggers Cardly's 'Order Sent' mail automation for selected contacts. Optionally restrict the send to one or more contact lists.
Update Contact Address
Update a contact's mailing address in Cardly; optionally restrict the update to one or more contact lists.
Undeliverable Contact Alert
Notify when a contact's mail is returned as Undeliverable As Addressed. Optionally restrict alerts to specific contact lists.
Gift Card Redeemed
Records when a customer redeems a gift card and triggers related marketing updates or notifications.
Do thisActions
Action is the task that follows automatically within your cardly integrations.
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.
Send Card
Place an order to print and mail a physical card using a selected template, artwork, message, and recipient address.
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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