
When this happens...
New Lead Is Added
Lead Updated

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.
Runs when new lead is added
Triggers when a lead updates
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.
Get details about an order that was dispatched for one of your contacts and the rule that originally triggered it.
Feed back details of a change of address notification for one of your contacts back into an external system.
Action is the task that follows automatically within your Sukam Apps CRM integrations.
Add a new lead to your CRM
Add contact/lead with fields
Create account/lead record
Create a new support ticket
Create opportunity record
Invite a user to access your account in a non-privileged capacity, optionally allowing free credit or saved credit card usage.
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To start, connect both your Sukam Apps CRM and Cardly accounts to viaSocket. Once connected, you can set up a workflow where an event in Sukam Apps CRM triggers actions in Cardly (or vice versa).
Absolutely. You can customize how Sukam Apps CRM 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 Sukam Apps CRM 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 Sukam Apps CRM 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.
Sukam Apps CRM is an easy and powerful software designed to help your business grow. It is AI-powered and fully cloud-based, meaning you can manage your work from anywhere. Its main goal is to bring your Sales, Marketing, and Customer Support together in one place. With its advanced features, you can build stronger relationships with your customers, speed up your workflow, and boost your team's productivity. With Sukam Apps CRM, you can organize your business and run it the smart way.
Learn MoreCardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.
Learn More