Connect Docstar and cardly to Build Intelligent Automations

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Pages/Documents

New Pages/Documents

Fetch pages added to the selected collection since the configured recent time window.

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).

Order Sent Automation

Order Sent Automation

Triggers Cardly's 'Order Sent' mail automation for selected contacts. Optionally restrict the send to one or more contact lists.

Update Contact Address

Update Contact Address

Update a contact's mailing address in Cardly; optionally restrict the update to one or more contact lists.

Undeliverable Contact Alert

Undeliverable Contact Alert

Notify when a contact's mail is returned as Undeliverable As Addressed. Optionally restrict alerts to specific contact lists.

Do thisActions

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

Create a Document

Create a Document

Create a new page under a specified parent with title, optional URL slug, tab ID, and content.

List Pages/Documents

List Pages/Documents

Retrieve pages from a specified collection, optionally filtering by page name or page ID.

Get Page/Document Content

Get Page/Document Content

Retrieve the content (text and basic metadata) of a specific page or document stored in Docstar.

Invite User to Account

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 Contact List

Create a new contact list and optionally add a description and custom fields.

Create Contact

Create Contact

Add a new contact to a specified Cardly contact list with name, address, and optional details (email, company, external ID).

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Frequently Asked Questions

How do I start an integration between Docstar and cardly?

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

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

Absolutely. You can customize how Docstar 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 Docstar and cardly?

The data sync between Docstar 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 Docstar 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 Docstar and cardly?

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

Docstar

About Docstar

Docstar is a comprehensive document management solution designed to streamline the way businesses handle, store, and access their documents. With advanced features for document capture, indexing, and retrieval, Docstar enhances productivity and ensures secure document handling.

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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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