Connect Clientjoy and cardly to Build Intelligent Automations

Choose a Trigger

Clientjoy

When this happens...

Choose an Action

cardly

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Invoice is created

New Invoice is created

Triggers when a new invoice in created.

New Customer is added

New Customer is added

Triggers when a new customer is added.

New Lead is added

New Lead is added

Triggers when a new lead is added

New Proposal is created

New Proposal is created

Triggers when a new proposal is created.

Order Cancelled Automation

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

Add Contact on Order

When an order is placed, add the customer to the selected Cardly contact list(s).

Do thisActions

Action is the task that follows automatically within your Clientjoy integrations.

Get all Workspaces

Get all Workspaces

Get list of all existing workspaces.

List all Owners of a Workspace

List all Owners of a Workspace

Get list of all existing owners of a workspace.

Get all Taxes

Get all Taxes

Get list of all existing taxes in a workspace.

Get all Currencies

Get all Currencies

Get list of all existing currencies in a workspace.

Get all Customers

Get all Customers

Get list of all existing customers in a workspace.

Get all Invoices

Get all Invoices

Get list of all invoices in a workspace.

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Frequently Asked Questions

How do I start an integration between Clientjoy and cardly?

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

Can we customize how data from Clientjoy is recorded in cardly?

Absolutely. You can customize how Clientjoy 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.

How often does the data sync between Clientjoy and cardly?

The data sync between Clientjoy and cardly 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 Clientjoy to cardly?

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 Clientjoy and cardly?

Yes, you can set conditional logic to control the flow of data between Clientjoy 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.

Clientjoy

About Clientjoy

Agencyjoy applications include client onboarding, project management, invoicing, and communication tools. It enables efficient organization, enhancing client relationships, and optimizing workflows, thereby helping agencies deliver better services and improve overall productivity in the digital marketing and creative sectors.

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cardly

About cardly

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

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