Connect oppbot and cardly to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for oppbot
Choose an Action
Automatically do this!
Invite User to Account
Create a Contact List
Create Contact
Enable Integrations or automations with these events of oppbot and cardly
Enable Integrations or automations with these events of oppbot and cardly
Actions
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 new contact list and optionally add a description and custom fields.
Create Contact
Add a new contact to a specified Cardly contact list with name, address, and optional details (email, company, external ID).
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Frequently Asked Questions
To start, connect both your oppbot and cardly accounts to viaSocket. Once connected, you can set up a workflow where an event in oppbot triggers actions in cardly (or vice versa).
Absolutely. You can customize how oppbot 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 oppbot 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 oppbot 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.
About oppbot
OppBot is an AI assistant for demand generation teams that converts your underserved leads into sales-ready opportunities for your sales team.
Learn MoreAbout cardly
Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.
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