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When this happensTriggers
A trigger is an event that starts a workflow.
runs when New Highlight Created
runs when Session Ends
Trigger a Cardly automation when an order is cancelled and add the contact to the selected contact list.
When an order is placed, add the customer to the selected Cardly contact list(s).
Triggers Cardly's 'Order Sent' mail automation for selected contacts. Optionally restrict the send to one or more contact lists.
Update a contact's mailing address in Cardly; optionally restrict the update to one or more contact lists.
Action is the task that follows automatically within your Hedy AI integrations.
Get a session's details, including transcript, conversation and meeting minutes
Get a highlight's original quote, cleaned quote, and AI insights.
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 new contact list and optionally add a description and custom fields.
Add a new contact to a specified Cardly contact list with name, address, and optional details (email, company, external ID).
Remove a contact from a selected list using contact ID or email.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
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).
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.
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.
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 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 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.
Learn MoreCardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.
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