Connect cardly and Xero to Build Intelligent Automations
Choose a Trigger
When this happens...
Order Cancelled Automation
Add Contact on Order
Order Sent Automation
Update Contact Address
Undeliverable Contact Alert
Gift Card Redeemed
QR Code Scanned
Choose an Action
Automatically do this!
Create a Contact
Create Project
Create Purchase Order
Create New Quote
Find a Purchase Order
Find Invoice
Find Contact
Add Note to Invoice
Add Stock Items
Create Bank Transfer
Create an Xero Invoice
Get Balance Sheet
Get Report of Profit and Loss
Ready to use cardly and Xero automations
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Actions and Triggers
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 created, add the customer to a selected Cardly contact list.
Order Sent Automation
Triggers Cardly's 'Order Sent' mail automation for contacts, optionally restricted to a specified contact list.
Update Contact Address
Update a contact’s mailing address in Cardly; optionally restrict the change to a specific contact list.
Undeliverable Contact Alert
Notify when a contact's mail is returned as Undeliverable As Addressed. Optionally restrict notifications to a selected contact list.
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.
Sync Contact
Add or update a contact in a Cardly contact list.
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Frequently Asked Questions
To start, connect both your cardly and Xero accounts to viaSocket. Once connected, you can set up a workflow where an event in cardly triggers actions in Xero (or vice versa).
Absolutely. You can customize how cardly data is recorded in Xero. This includes choosing which data fields go into which fields of Xero, setting up custom formats, and filtering out unwanted information.
The data sync between cardly and Xero 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 Xero. 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.
About cardly
Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.
Learn MoreAbout Xero
Xero is a cloud-based accounting software platform for small and medium-sized businesses. It connects business owners with their financial data and advisors anytime, anywhere, on any device.
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