Connect Routee and Cardly to Build Intelligent Automations

Choose a Trigger

Routee

When this happens...

Choose an Action

Cardly

Automatically do this!

Ready to use Routee and Cardly automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New contact added

New contact added

Start a workflow for each contact added to your Routee account.

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 Routee integrations.

List all Contacts

List all Contacts

Retrieve all the contacts of the account.

Create contact

Create contact

Create a new contact with name, mobile number, country code, and optional VIP flag.

Send an SMS

Send an SMS

Send a text message to the specified phone number.

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.

Create a Contact List

Create a Contact List

Create a new contact list to group contacts together, such as *Recent Orders* or *Current Customers*.

Create a Contact

Create a Contact

Create a new contact in a given contact list.

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Frequently Asked Questions

How do I start an integration between Routee and Cardly?

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

Can we customize how data from Routee is recorded in Cardly?

Absolutely. You can customize how Routee 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 Routee and Cardly?

The data sync between Routee 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 Routee 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 Routee and Cardly?

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