Connect Office 365 and Cardly to Build Intelligent Automations

Choose a Trigger

Office 365

When this happens...

Choose an Action

Cardly

Automatically do this!

Ready to use Office 365 and Cardly automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact

New Contact

Triggers when new contact is created.

Automation Order Cancelled

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

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

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

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

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

Create Contact

Creates a new contact

Create Draft Email

Create Draft Email

Creates a draft of an email that can be reviewed and sent out.

Create Event

Create Event

Creates a new event in a calendar.

Delete Event

Delete Event

Delete an existing event

Update Contact

Update Contact

Update an existing contact.

Invite User to Account

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.

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Step by step guides to integrate Office 365 and Cardly

Frequently Asked Questions

How do I start an integration between Office 365 and Cardly?

To start, connect both your Office 365 and Cardly accounts to viaSocket. Once connected, you can set up a workflow where an event in Office 365 triggers actions in Cardly (or vice versa).

Can we customize how data from Office 365 is recorded in Cardly?

Absolutely. You can customize how Office 365 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 Office 365 and Cardly?

The data sync between Office 365 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 Office 365 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 Office 365 and Cardly?

Yes, you can set conditional logic to control the flow of data between Office 365 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.

Office 365

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! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.

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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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