Connect Freshdesk 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 Ticket
Trigger when a new ticket created.
New Contact
Trigger when a new contect is cteated.
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 placed, add the customer to the selected Cardly contact list(s).
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 a contact's mailing address in Cardly; optionally restrict the update to one or more contact lists.
Do thisActions
Action is the task that follows automatically within your Freshdesk integrations.
Create a Contact
Creates a new contact
Create a Company
Creates a new company
Create Forum Category
Create a new forum category
Create a Forum
Creates a new forum.
Create a Forum Topic
Creates a new forum topic
Add Notes to a Tickets
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Frequently Asked Questions
To start, connect both your Freshdesk and Cardly accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshdesk triggers actions in Cardly (or vice versa).
Absolutely. You can customize how Freshdesk 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 Freshdesk 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 Freshdesk 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 Freshdesk
Freshdesk is a cloud-based customer service software that provides helpdesk support with all smart automations to get things done faster. It offers ticketing, automation, reporting, and collaboration features to streamline support processes and improve customer engagement.
Learn MoreAbout Cardly
Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.
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