Connect cardly and Zoom to Build Intelligent Automations
Choose a Trigger
When this happens...
Order Cancelled Automation
Update Contact Address
Undeliverable Contact Alert
Gift Card Redeemed
QR Code Scanned
Choose an Action
Automatically do this!
Create a Meeting
Get a Meeting
List Meetings
Update a Meeting
Delete a Meeting
Add a meeting registrant
Add a registrant to a webinar
Get webinar participant
Fetch Past Meeting Participants
Ready to use cardly and Zoom 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.
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.
QR Code Scanned
Triggered when a Cardly QR code is scanned; captures the scan event and basic details so you can start follow-up actions or automations.
New Meeting
Triggers when a new Zoom meeting is created.
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 Zoom accounts to viaSocket. Once connected, you can set up a workflow where an event in cardly triggers actions in Zoom (or vice versa).
Absolutely. You can customize how cardly data is recorded in Zoom. This includes choosing which data fields go into which fields of Zoom, setting up custom formats, and filtering out unwanted information.
The data sync between cardly and Zoom 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 Zoom. 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 Zoom
Zoom is a cloud-based video conferencing service you can use to virtually meet with others - either by video or audio-only or both, all while conducting live chats - and it lets you record those sessions to view later.
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