viaSocket

Connect Hedy AI 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 Highlight Created

New Highlight Created

runs when New Highlight Created

Session Ends

Session Ends

runs when Session Ends

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.

Do thisActions

Action is the task that follows automatically within your Hedy AI integrations.

Get Session Details

Get Session Details

Get a session's details, including transcript, conversation and meeting minutes

Get Highlight Details

Get Highlight Details

Get a highlight's original quote, cleaned quote, and AI insights.

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).

Delete Contact

Delete Contact

Remove a contact from a selected list using contact ID or email.

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Frequently Asked Questions

How do I start an integration between Hedy AI and cardly?

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

Can we customize how data from Hedy AI is recorded in cardly?

Absolutely. You can customize how Hedy AI 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 Hedy AI and cardly?

The data sync between Hedy AI 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 Hedy AI 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 Hedy AI and cardly?

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

Hedy AI

About Hedy AI

Hedy AI is a cutting-edge platform that leverages artificial intelligence to enhance productivity and streamline workflows. It offers innovative solutions for automating tasks, improving decision-making, and optimizing business processes.

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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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