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When this happensTriggers
A trigger is an event that starts a workflow.
Trigger a Cardly automation when an order is cancelled and add the contact to the selected contact list.
When an order is placed, add the customer to the selected Cardly contact list(s).
Triggers Cardly's 'Order Sent' mail automation for selected contacts. Optionally restrict the send to one or more contact lists.
Update a contact's mailing address in Cardly; optionally restrict the update to one or more contact lists.
Notify when a contact's mail is returned as Undeliverable As Addressed. Optionally restrict alerts to specific contact lists.
Records when a customer redeems a gift card and triggers related marketing updates or notifications.
Action is the task that follows automatically within your ChatBotKit integrations.
Add a new text record to the selected dataset.
Start a conversation with initial messages; optionally attach a contact, task, space, or bot.
Create a dataset to train or update your chatbot
This action fetch dataset detail.
Delete a dataset from ChatBotKit
Add a new knowledge record to a ChatBotKit dataset for chatbot retrieval and grounding.

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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 ChatBotKit and cardly accounts to viaSocket. Once connected, you can set up a workflow where an event in ChatBotKit triggers actions in cardly (or vice versa).
Absolutely. You can customize how ChatBotKit data is recorded in cardly. This includes choosing which data fields go into which fields of cardly, setting up custom formats, and filtering out unwanted information.
The data sync between ChatBotKit and cardly 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 ChatBotKit and cardly. 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.
ChatBotKit is a comprehensive platform designed to help businesses and developers create, manage, and deploy chatbots with ease. It offers a range of tools and features to build intelligent conversational agents that can enhance customer interaction and automate support tasks.
Learn MoreCardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.
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