Connect Nozbe and cardly to Build Intelligent Automations

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Nozbe

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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 Task

New Task

Trigger when new Task is Created.

Update or New Task

Update or New Task

Trigger when new task is created or Updated.

New Comment

New Comment

Trigger when new Comment is Created.

New Project

New Project

Trigger when new Propject 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).

Do thisActions

Action is the task that follows automatically within your Nozbe integrations.

Create Task

Create Task

Creates a New Task.

Update Task

Update Task

Updates an Existing Task.

Find Tasks By Id or Name

Find Tasks By Id or Name

Find an Existing Task.

Create Comment

Create Comment

Creates a New Comment.

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.

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Frequently Asked Questions

How do I start an integration between Nozbe and cardly?

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

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

Absolutely. You can customize how Nozbe 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 Nozbe and cardly?

The data sync between Nozbe 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 Nozbe 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 Nozbe and cardly?

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

Nozbe

About Nozbe

Nozbe is an organizational tool for busy professionals and small teams that helps them to get stuff done in work and in private life.

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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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