Connect Spaceinvoices and Cardly to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
New Document
Client Updated
Client Deleted
New Item
Document Updated
Document Deleted
Item Updated
Item Deleted
New Payment
Payment Updated
Payment Deleted
New Recurrence
Recurrence Update
Recurrence Deleted
New Tax
Tax Updated
Tax Deleted
New Unit
Unit Updated
Unit Deleted
New Category
Category Deleted
Category Updated
New Price
Price Updated
Price Deleted
Order Deleted
New Order
Order Updated
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 Spaceinvoices and Cardly automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Client
Triggered when a new client is created in SpaceInvoice.
New Document
Trigger when a new document is created.
Client Updated
Triggered when a client is updated in SpaceInvoice.
Client Deleted
Triggered when a client is deleted in SpaceInvoice.
New Item
Triggered when a new item is created in SpaceInvoice.
Document Updated
Trigger when a document is updated.
Do thisActions
Action is the task that follows automatically within your Spaceinvoices integrations.
Create Client
Create a new client in spaceinvoices.
Send Document by Email
Send document in email
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 new contact list to group contacts together, such as *Recent Orders* or *Current Customers*.
Create a Contact
Create a new contact in a given contact list.
Delete a Contact
Delete a contact from a list so they are no longer eligible for matching automation rules.
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Frequently Asked Questions
To start, connect both your Spaceinvoices and Cardly accounts to viaSocket. Once connected, you can set up a workflow where an event in Spaceinvoices triggers actions in Cardly (or vice versa).
Absolutely. You can customize how Spaceinvoices 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 Spaceinvoices 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 Spaceinvoices 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 Spaceinvoices
SpaceInvoice is a comprehensive invoicing platform designed to streamline billing processes for businesses of all sizes. It offers features such as customizable invoice templates, automated billing, and seamless integration with accounting software, making it an ideal solution for efficient financial management.
Learn MoreAbout Cardly
Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.
Learn More
