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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new campaign is created
Triggers when a new client is created
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 Heltar integrations.
Retrieve the list of all campaign
Retrieve the list of all clients
Retrieve the list of all templates
Creates a new campaign
Creates a new client
This will fetch all the messages of a particular client.

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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 Heltar and cardly accounts to viaSocket. Once connected, you can set up a workflow where an event in Heltar triggers actions in cardly (or vice versa).
Absolutely. You can customize how Heltar 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 Heltar 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 Heltar 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.
Heltar is a cutting-edge platform designed to revolutionize the way businesses manage their operations and enhance productivity. With a focus on seamless integration and user-friendly interfaces, Heltar provides tools and solutions that cater to various business needs, ensuring efficient workflow management and improved collaboration.
Learn MoreCardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.
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