
When this happens...
New Contact
New Task
Task Completion
Task Comment Added

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
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new contact is added to the organization.
Triggers when a new task is added to the project.
Triggers when a task is marked completed.
Triggers when a comment is added on task .
Get details about an order that was cancelled for one of your contacts and the rule that originally triggered it.
Get details about an order that was just created for one of your contacts based on an automation rule being triggered.
Action is the task that follows automatically within your SmartTask integrations.
Retrieve all the list of organizatons
Creates a new task
Retrieve the list of users
Retrieve list of all projects
Adds a new comment to task
Creates a new contact

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To start, connect both your SmartTask and Cardly accounts to viaSocket. Once connected, you can set up a workflow where an event in SmartTask triggers actions in Cardly (or vice versa).
Absolutely. You can customize how SmartTask 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 SmartTask 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 SmartTask 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.
SmartTask is an online work management tool helping teams streamline their communication and workflows.
Learn MoreCardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.
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