Connect Grist and cardly to Build Intelligent Automations

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cardly

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Record

New Record

Triggers when a new Record is created.

Updated Record

Updated Record

Triggers when a Record is updated.

New Team Created

New Team Created

Trigger When A new Team Create

New or Updated Record

New or Updated Record

Triggers when a Record is updated, or a new Record is added.

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 Grist integrations.

Create Record

Create Record

Create a New Record in a Table

Update Record

Update Record

Update an Existing Record in a Grist Table

Delete Record/s

Delete Record/s

Delete existing records from a table

Create Table

Create Table

Create a New Table

List Team's

List Team's

Get All Team's in grist

Update an Team

Update an Team

Update Your Team in Grist.

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Frequently Asked Questions

How do I start an integration between Grist and cardly?

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

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

Absolutely. You can customize how Grist 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 Grist and cardly?

The data sync between Grist 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 Grist 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 Grist and cardly?

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

Grist

About Grist

Grist is a modern spreadsheet and database hybrid that empowers users to organize and analyze their data with ease. It offers a flexible platform for creating custom applications, allowing users to manage their data in a way that suits their specific needs. With Grist, you can collaborate with your team, automate workflows, and gain insights from your data, all within a user-friendly interface.

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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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