Connect Email and cardly to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Email
Choose an Action
Automatically do this!
Invite User to Account
Create a Contact List
Create Contact
Delete Contact
Cancel Invitation
Send Card
Sync Contact
Ready to use Email and cardly 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.
Add Contact on Order
When an order is created, add the customer to a selected Cardly contact list.
Order Sent Automation
Triggers Cardly's 'Order Sent' mail automation for contacts, optionally restricted to a specified 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 alerts to specific contact lists.
Gift Card Redeemed
Records when a customer redeems a gift card and triggers related marketing updates or notifications.
Do thisActions
Action is the task that follows automatically within your Email integrations.
Viasocket will send email for Human Intervention purpose
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.
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Frequently Asked Questions
To start, connect both your Email and cardly accounts to viaSocket. Once connected, you can set up a workflow where an event in Email triggers actions in cardly (or vice versa).
Absolutely. You can customize how Email 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 Email 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 Email 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 Email
Human Intervention is a powerful tool designed to facilitate seamless human interaction within automated workflows. It allows users to pause automation processes and request human input or approval before proceeding, ensuring accuracy and compliance in critical tasks.
Learn MoreAbout cardly
Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.
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