Integrate Cardly with Peanutsquare to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create CRM Lead in Peanutsquare when Automation Order Cancelled in Cardly
Update Lead in Peanutsquare when Automation Order Cancelled in Cardly
List Contacts from Peanutsquare when Automation Order Cancelled in Cardly
List Salespeople from Peanutsquare when Automation Order Cancelled in Cardly
List Sales Teams from Peanutsquare when Automation Order Cancelled in Cardly
Start from a real workflow other teams are already running.
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
Peanutsquare
Automatically do this!
Create CRM Lead
Update Lead
List Contacts
List Salespeople
List Sales Teams
List Lead Sources
Find Tags
Create Contact
Find Contacts
Update Contact
Archive or Restore Contact
Cancel Sales Order
Create Opportunity
Find Leads or Opportunities
Mark Opportunity as Won
Create Quotation
Find Sales Orders
Add Product Line To Sales Order
Confirm Quotation
Create Product
Find Products
Update Product Prices
Create Customer Invoice
Post an Invoice
Find Unpaid Customer Invoices
Create Tag
Find Contacts by Tags
Add Tags to Customer
Create CRM Lead in Peanutsquare when Automation Order Cancelled in Cardly
Use this flowUpdate Lead in Peanutsquare when Automation Order Cancelled in Cardly
Use this flowList Contacts from Peanutsquare when Automation Order Cancelled in Cardly
Use this flowList Salespeople from Peanutsquare when Automation Order Cancelled in Cardly
Use this flowList Sales Teams from Peanutsquare when Automation Order Cancelled in Cardly
Use this flowList Lead Sources from Peanutsquare when Automation Order Cancelled in Cardly
Use this flowFind Tags in Peanutsquare when Automation Order Cancelled in Cardly
Use this flowCreate Contact in Peanutsquare when Automation Order Cancelled in Cardly
Use this flowFind Contacts in Peanutsquare when Automation Order Cancelled in Cardly
Use this flowUpdate Contact in Peanutsquare when Automation Order Cancelled in Cardly
Use this flowEverything you can automate between Cardly and Peanutsquare.
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.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.

Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.

Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.

Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.

Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
No credit card required. Set up your first workflow in minutes.
Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.
Learn morePeanut Square is an Odoo-focused ERP and software services company that helps businesses automate operations and scale. Based in Ahmedabad and serving clients worldwide, they provide end-to-end Odoo consulting, implementation, customization, development, migration, and support—alongside web, mobile, and SaaS development. Their solutions cover CRM, sales, inventory, accounting, manufacturing, HR/payroll, and eCommerce, integrating third-party tools for secure, scalable digital transformation.
Learn moreSign up for a free viaSocket account, then authorize both your Cardly and Peanutsquare 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 Peanutsquare 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 Peanutsquare. No coding required.
Yes. You can set up a workflow where Cardly triggers actions in Peanutsquare, and a separate workflow where Peanutsquare 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 Peanutsquare. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Cardly and Peanutsquare integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.