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Connect Ricky and Cardly

Integrate Ricky with Cardly to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.

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Supported Triggers & Actions

Everything you can automate between Ricky and Cardly.

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact Created

New Contact Created

Runs when a contact is created in Ricky, by the API or with their first message.

Updated Contact

Updated Contact

Runs when a contact's fields, tags or custom values are saved.

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.

Do thisActions

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

Find Contacts

Find Contacts

Find contacts by text, tag, owner, stage or channel, or get one contact by ID.

Add Note to Contact

Add Note to Contact

Append a note to a contact, after its current notes.

Update Contact

Update Contact

Update the chosen details of a contact; fields you leave empty stay unchanged.

Create Contact

Create Contact

Create a CRM contact with name, email, phone, address, owner, tags and custom fields.

Update Contact Tags

Update Contact Tags

Add or remove tags on one or more contacts (up to 100) without touching their other tags.

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.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Frequently Asked Questions

How do I connect Ricky and Cardly?

Sign up for a free viaSocket account, then authorize both your Ricky 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Ricky and Cardly as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Ricky to Cardly?

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.

Can the integration run in both directions?

Yes. You can set up a workflow where Ricky triggers actions in Cardly, and a separate workflow where Cardly triggers actions in Ricky. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Ricky and Cardly. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Ricky 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.