Connect Formsite and Cardly to Build Intelligent Automations

Choose a Trigger

Formsite

When this happens...

Choose an Action

Cardly

Automatically do this!

Ready to use Formsite and Cardly automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Form Result

New Form Result

Runs when someone submits a form in Formsite.

Automation Order Cancelled

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

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

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

Contact Change of Address Notification

Feed back details of a change of address notification for one of your contacts back into an external system.

Contact Undeliverable as Addressed Notification

Contact Undeliverable as Addressed Notification

Feed back details of an undeliverable mail notification for one of your contacts back into an external system.

Do thisActions

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

Invite User to Account

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 Contact List

Create a new contact list to group contacts together, such as *Recent Orders* or *Current Customers*.

Create a Contact

Create a Contact

Create a new contact in a given contact list.

Delete a Contact

Delete a Contact

Delete a contact from a list so they are no longer eligible for matching automation rules.

Revoke User Access

Revoke User Access

Revoke access for a user from your account, removing any current user account access or negating any outstanding invitations.

Send a Card

Send a Card

Send a card using a template and selected artwork.

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Frequently Asked Questions

How do I start an integration between Formsite and Cardly?

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

Can we customize how data from Formsite is recorded in Cardly?

Absolutely. You can customize how Formsite 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 Formsite and Cardly?

The data sync between Formsite 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 Formsite 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 Formsite and Cardly?

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