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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new idea is posted on a specific channel.
Triggers when a new message is posted on a specific channel.
Triggers when a new comment is posted to a specific task.
Trigger a Cardly automation when an order is cancelled and add the contact to the selected contact list.
When an order is placed, add the customer to the selected Cardly contact list(s).
Triggers Cardly's 'Order Sent' mail automation for selected contacts. Optionally restrict the send to one or more contact lists.
Action is the task that follows automatically within your Swit integrations.
Creates a channel in a workspace you select.
Posts an idea on a channel you select.
Posts a message on a channel you select.
Creates a project in a workspace you select.
Creates a task in a project you select.
Posts a comment to a task you select.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
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).
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.
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.
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 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.
Swit is one work suite for Chat and Project Management. With Swit, you can replace other team collaboration tools.
Learn MoreCardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.
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