
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!
Add Comment to a Project
List all Projects
List all Contacts
List all Calendar Events
List all Tasks
List all Time Entries
List all Invoices
List all Quotes
List all Bills
List all Expenses
List all Purchase Orders
List all Products
List all Bookings
List all Activities
List all Users
List all Client Profiles
List all Time Offs
Find User
Add Comment to a Task
Create Calendar Event
Create Receipt
Find Quote
Find Project
Find Person
Find Invoice
Find Company
Find Task by Custom Field
Create Task
Explore more automations built by businesses and experts
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 Scoro accounts to viaSocket. Once connected, you can set up a workflow where an event in Cardly triggers actions in Scoro (or vice versa).
Absolutely. You can customize how Cardly data is recorded in Scoro. This includes choosing which data fields go into which fields of Scoro, setting up custom formats, and filtering out unwanted information.
The data sync between Cardly and Scoro 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 Scoro. 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 MoreScoro is a software-as-a-service solution[buzzword] for professional and creative services. The all-in-one business management software combines project management with time and team management, sales, billing, and professional services automation.
Learn More