Connect SMSFactor and Cardly to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Order Cancelled Automation
Trigger a Cardly automation when an order is cancelled and add the contact to the selected contact list.
Add Contact on Order
When an order is placed, add the customer to the selected Cardly contact list(s).
Order Sent Automation
Triggers Cardly's 'Order Sent' mail automation for selected contacts. Optionally restrict the send to one or more contact lists.
Update Contact Address
Update a contact's mailing address in Cardly; optionally restrict the update to one or more contact lists.
Undeliverable Contact Alert
Notify when a contact's mail is returned as Undeliverable As Addressed. Optionally restrict alerts to specific contact lists.
Gift Card Redeemed
Records when a customer redeems a gift card and triggers related marketing updates or notifications.
Do thisActions
Action is the task that follows automatically within your SMSFactor integrations.
Send SMS
Send a text message to a recipient, with optional scheduling, sender name, message type, and custom SMS ID.
Retrieve Message History
Returns SMS messages sent or received between specified start and end dates. Optional filters include destination number, message content, type (incoming/outgoing), country, and status; supports sorting and pagination.
Create SMS List
Create a new SMS contact list and add one contact using the recipient's phone number.
Create SMS Template
Create a new reusable SMS template.
Create Account
Create a new SMSFactor account or sub-account using the provided email, password, and optional profile details.
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.
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Frequently Asked Questions
To start, connect both your SMSFactor and Cardly accounts to viaSocket. Once connected, you can set up a workflow where an event in SMSFactor triggers actions in Cardly (or vice versa).
Absolutely. You can customize how SMSFactor 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 SMSFactor 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 SMSFactor 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 SMSFactor
SMSFactor is an online platform allowing you to send professional SMS to your clients/patients.
Learn MoreAbout Cardly
Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.
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