Connect Swit and cardly to Build Intelligent Automations

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Swit

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cardly

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Idea

New Idea

Triggers when a new idea is posted on a specific channel.

New Message

New Message

Triggers when a new message is posted on a specific channel.

New Comment on Task

New Comment on Task

Triggers when a new comment is posted to a specific task.

Order Cancelled Automation

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

Add Contact on Order

When an order is placed, add the customer to the selected Cardly contact list(s).

Order Sent Automation

Order Sent Automation

Triggers Cardly's 'Order Sent' mail automation for selected contacts. Optionally restrict the send to one or more contact lists.

Do thisActions

Action is the task that follows automatically within your Swit integrations.

Create Channel

Create Channel

Creates a channel in a workspace you select.

Create Idea

Create Idea

Posts an idea on a channel you select.

Create Message

Create Message

Posts a message on a channel you select.

Create Project

Create Project

Creates a project in a workspace you select.

Create Task

Create Task

Creates a task in a project you select.

Create Comment on Task

Create Comment on Task

Posts a comment to a task you select.

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Frequently Asked Questions

How do I start an integration between Swit and cardly?

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

Can we customize how data from Swit is recorded in cardly?

Absolutely. You can customize how Swit 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 Swit and cardly?

The data sync between Swit 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 Swit 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 Swit and cardly?

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