Connect Teambook and Cardly to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project
New User
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 Teambook and Cardly automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
Triggers when a new project is created.
New User
Automation Order Cancelled
Get details about an order that was cancelled for one of your contacts and the rule that originally triggered it.
Automation Order Created
Get details about an order that was just created for one of your contacts based on an automation rule being triggered.
Automation Order Sent
Get details about an order that was dispatched for one of your contacts and the rule that originally triggered it.
Contact Change of Address Notification
Feed back details of a change of address notification for one of your contacts back into an external system.
Do thisActions
Action is the task that follows automatically within your Teambook integrations.
Create User
Create a teambook user.
List Project
List all projects.
List Users
List all users.
List Actual Log
List all Actual Log.
List Task
List all task
List Team
List all team.
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Frequently Asked Questions
To start, connect both your Teambook and Cardly accounts to viaSocket. Once connected, you can set up a workflow where an event in Teambook triggers actions in Cardly (or vice versa).
Absolutely. You can customize how Teambook 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 Teambook 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 Teambook 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 Teambook
TeamBook is an easy-to-use app that helps your team collaborate, manage projects, and stay organized. Perfect for remote or in-office teams, TeamBook makes teamwork simple and effective.
Learn MoreAbout Cardly
Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.
Learn More
