Connect Heltar 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 Campaign

New Campaign

Triggers when a new campaign is created

New Client

New Client

Triggers when a new client is created

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 Heltar integrations.

List All Campaigns

List All Campaigns

Retrieve the list of all campaign

List All Clients

List All Clients

Retrieve the list of all clients

List All Templates

List All Templates

Retrieve the list of all templates

Create Campaign

Create Campaign

Creates a new campaign

Create Client

Create Client

Creates a new client

Fetch Client Messages

Fetch Client Messages

This will fetch all the messages of a particular client.

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Frequently Asked Questions

How do I start an integration between Heltar and cardly?

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).

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

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.

How often does the data sync between Heltar and cardly?

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.

Can I filter or transform data before sending it from Heltar 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 Heltar and cardly?

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

About Heltar

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.

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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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