Connect Chatlease and Cardly to Build Intelligent Automations
Choose a Trigger
When this happens...
New AI Agent Crawled URLs
New Conversations of AI Agent
Choose an Action
Automatically do this!
Invite User to Account
Create a Contact List
Create a Contact
Delete a Contact
Revoke User Access
Send a Card
Synchronize a Contact
Ready to use Chatlease and Cardly automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New AI Agent Crawled URLs
Triggered when a new AI agent crawled URLs is added.
New Conversations of AI Agent
Triggered when a new conversations of AI agent is created.
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
Get details about an order that was just created for one of your contacts based on an automation rule being triggered.
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
Feed back details of a change of address notification for one of your contacts back into an external system.
Do thisActions
Action is the task that follows automatically within your Chatlease integrations.
Message Chatbot
Message your Chatbot and Get a Response
Create User
Create a new user.
Add URLs
Add URLs to AI Agent.
Add AI Agent Q/A
Add Question/Answer to AI agent.
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 new contact list to group contacts together, such as *Recent Orders* or *Current Customers*.
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Frequently Asked Questions
To start, connect both your Chatlease and Cardly accounts to viaSocket. Once connected, you can set up a workflow where an event in Chatlease triggers actions in Cardly (or vice versa).
Absolutely. You can customize how Chatlease 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 Chatlease 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 Chatlease 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.
About Chatlease
Chatlease is an AI-powered platform designed to enhance communication and customer interaction through intelligent chat solutions. It leverages artificial intelligence to provide seamless and efficient chat experiences, making it ideal for businesses looking to improve customer support and engagement.
Learn MoreAbout Cardly
Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.
Learn More
