Automate Cardly mailings from your apps
Trigger personalized postcards and cards from CRMs, e‑commerce, and support systems to improve conversions and reduce churn — no code.
Connect Cardly with 2100+ apps
Ready to use Cardly automations
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.
Real-world use cases of Cardly integrations
See how Cardly integrates with popular apps to automate tasks and streamline your workflow.
Sync form responses automatically to a spreadsheet for instant data capture
Send Slack notifications whenever a new row is added or updated in Sheets
Trigger email campaigns in Mailchimp when a new contact is added to a sheet
Create CRM contacts in HubSpot directly from new Google Sheets entries
Generate and save PDF reports to Google Drive from spreadsheet data
Automatically back up database records to a Google Sheet on a daily schedule
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
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Frequently Asked Questions
viaSocket connects your apps (CRM, e‑commerce, support) to Cardly so events become triggers for mailings. Set simple rules — for example, 'when demo complete send thank‑you card' — map customer fields to a Cardly template, and mailings go out automatically.
Common triggers include CRM status changes (lead → demo → closed), purchases or abandoned carts, subscription renewals, support ticket closures, and scheduled lists. You can also trigger mailings from custom events or segments.
Yes. Use customer fields (name, company, purchase details) to fill template placeholders. viaSocket maps your data into Cardly templates so each card is personalized without manual steps.
Yes. viaSocket supports AI‑enabled automation to score leads, recommend segments, or draft personalized copy. You control rules and approvals — the AI suggests who to mail and what message tends to work best, which you can accept or adjust before sending.
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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