Connect Template To and Cardly to Build Intelligent Automations
Choose a Trigger
When this happens...
New Template Created
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 Template To and Cardly automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Template Created
Runs when a new template is created in TemplateTo.
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.
Contact Undeliverable as Addressed Notification
Feed back details of an undeliverable mail notification for one of your contacts back into an external system.
Do thisActions
Action is the task that follows automatically within your Template To integrations.
Create PDF from Template
Creates a PDF from a template using the provided inputs.
Get Upcoming Invoices
Get upcoming invoices.
Create PDF From HTML
Generate a PDF from HTML and return its file details.
Create Text From Template
Create text from a template using provided inputs.
Create Text From HTML
Generate a Text from HTML and return its file details.
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.
Know More About Templateto and Cardly Integrations
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Frequently Asked Questions
To start, connect both your Template To and Cardly accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in Cardly (or vice versa).
Absolutely. You can customize how Template To 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 Template To 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 Template To 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 Template To
TemplateTo allows you to easily create Liquid-based templates for your documents. Utilise our drag-and-drop editor or provide your HTML.
Learn MoreAbout Cardly
Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.
Learn More
