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When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a new call is received in MyOperator.
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.
Notify when a contact's mail is returned as Undeliverable As Addressed. Optionally restrict alerts to specific contact lists.
Action is the task that follows automatically within your MyOperator integrations.
Initiate call by user id.
Initiates anonymous Call by Agent number and caller number.
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 MyOperator and cardly accounts to viaSocket. Once connected, you can set up a workflow where an event in MyOperator triggers actions in cardly (or vice versa).
Absolutely. You can customize how MyOperator 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 MyOperator 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 MyOperator 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.
MyOperator is a cloud-based call management system designed to streamline and enhance business communication. It offers features such as call tracking, call recording, and virtual numbers to help businesses manage their customer interactions efficiently. With MyOperator, businesses can improve their customer support and ensure seamless communication with clients.
Learn MoreCardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.
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