Connect Office 365 and Cardly
Integrate Office 365 with Cardly to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Office 365 + Cardly flows
Start from a real workflow other teams are already running.
Choose a trigger
Office 365
When this happens...
New Contact
Choose an action
Cardly
Automatically do this!
Invite User to Account
Create a Contact List
Create a Contact
Delete a Contact
Revoke User Access
Send a Card
Synchronize a Contact
Invite User to Account on Cardly when New Contact in Office 365
Use this flowCreate a Contact List in Cardly when New Contact in Office 365
Use this flowCreate a Contact in Cardly when New Contact in Office 365
Use this flowDelete a Contact in Cardly when New Contact in Office 365
Use this flowRevoke User Access in Cardly when New Contact in Office 365
Use this flowSend a Card via Cardly when New Contact in Office 365
Use this flowSynchronize a Contact with Cardly when New Contact in Office 365
Use this flowCreate Draft Email in Office-365 when Automation Order Cancelled in Cardly
Use this flowCreate Event in Office-365 when Automation Order Cancelled in Cardly
Use this flowDelete Event in Office-365 when Automation Order Cancelled in Cardly
Use this flowSupported Triggers & Actions
Everything you can automate between Office 365 and Cardly.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when new contact is created.
Automation Order Cancelled
Get details about an order that was cancelled for one of your contacts and the rule that originally triggered it.
Automation Order Created
Get details about an order that was just created for one of your contacts based on an automation rule being triggered.
Automation Order Sent
Get details about an order that was dispatched for one of your contacts and the rule that originally triggered it.
Contact Change of Address Notification
Feed back details of a change of address notification for one of your contacts back into an external system.
Contact Undeliverable as Addressed Notification
Feed back details of an undeliverable mail notification for one of your contacts back into an external system.
Do thisActions
Action is the task that follows automatically within your Office 365 integrations.
Create Contact
Creates a new contact
Create Draft Email
Creates a draft of an email that can be reviewed and sent out.
Create Event
Creates a new event in a calendar.
Delete Event
Delete an existing event
Update Contact
Update an existing contact.
Invite User to Account
Invite a user to access your account in a non-privileged capacity, optionally allowing free credit or saved credit card usage.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Office 365 and Cardly workflows.
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About Office 365
Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer!
Learn moreSimilar apps
About Cardly
Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Office 365 and Cardly accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Office 365 and Cardly as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Cardly. No coding required.
Yes. You can set up a workflow where Office 365 triggers actions in Cardly, and a separate workflow where Cardly triggers actions in Office 365. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Office 365 and Cardly. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Office 365 and Cardly integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
