Connect QuickBooks and Cardly to Build Intelligent Automations
Choose a Trigger
When this happens...
New Invoice
New Customer
New Bill
Choose an Action
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
Ready to use QuickBooks and Cardly automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Invoice
Triggers when a new invoice is created.
New Customer
Triggers when a new customer is added.
New Bill
Triggers when a new bill 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.
Do thisActions
Action is the task that follows automatically within your QuickBooks integrations.
Create Payment
Records a new payment transaction.
Create Department
Creates a new department
Create Invoice
Creates a new invoice.
Create Account
Creates a new account.
Get BalanceSheet Report
Get a balanceSheet report.
Get Customer Balance
Get a list of Customer Balance.
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Frequently Asked Questions
To start, connect both your QuickBooks and Cardly accounts to viaSocket. Once connected, you can set up a workflow where an event in QuickBooks triggers actions in Cardly (or vice versa).
Absolutely. You can customize how QuickBooks 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 QuickBooks 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 QuickBooks 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 QuickBooks
QuickBooks is a comprehensive accounting software designed to manage sales, expenses, and keep track of daily business transactions. It offers features like invoicing, payroll, and financial reporting to help businesses streamline their financial operations.
Learn MoreAbout Cardly
Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.
Learn More
