Connect Cardly and Verbatik to Build Intelligent Automations

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Cardly

When this happens...

Choose an Action

Verbatik

Automatically do this!

Ready to use Cardly and Verbatik automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Automation Order Cancelled

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

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

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

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

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

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 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 Contact List

Create a new contact list to group contacts together, such as *Recent Orders* or *Current Customers*.

Create a Contact

Create a Contact

Create a new contact in a given contact list.

Delete a Contact

Delete a Contact

Delete a contact from a list so they are no longer eligible for matching automation rules.

Revoke User Access

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

Send a card using a template and selected artwork.

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Frequently Asked Questions

How do I start an integration between Cardly and Verbatik?

To start, connect both your Cardly and Verbatik accounts to viaSocket. Once connected, you can set up a workflow where an event in Cardly triggers actions in Verbatik (or vice versa).

Can we customize how data from Cardly is recorded in Verbatik?

Absolutely. You can customize how Cardly data is recorded in Verbatik. This includes choosing which data fields go into which fields of Verbatik, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Cardly and Verbatik?

The data sync between Cardly and Verbatik typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Cardly to Verbatik?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Cardly and Verbatik?

Yes, you can set conditional logic to control the flow of data between Cardly and Verbatik. 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

About Cardly

Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.

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Verbatik

About Verbatik

Verbatik is a cutting-edge platform that specializes in AI-driven transcription services. It offers users the ability to convert audio and video content into accurate text, making it an essential tool for professionals in various industries such as media, education, and legal sectors. With its advanced algorithms, Verbatik ensures high-quality transcriptions that save time and enhance productivity.

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