Connect Workzappy and cardly to Build Intelligent Automations

Choose a Trigger

Workzappy

When this happens...

Choose an Action

cardly

Automatically do this!

Ready to use Workzappy and cardly automations

Explore more automations built by businesses and experts

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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.

Update Contact Address

Update Contact Address

Update a contact's mailing address in Cardly; optionally restrict the update to one or more contact lists.

Undeliverable Contact Alert

Undeliverable Contact Alert

Notify when a contact's mail is returned as Undeliverable As Addressed. Optionally restrict alerts to specific contact lists.

Gift Card Redeemed

Gift Card Redeemed

Records when a customer redeems a gift card and triggers related marketing updates or notifications.

Do thisActions

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

New Task

New Task

Create a new task.

New Project

New Project

Create a new Project.

New Phase

New Phase

Create a new phase(sprint) for your project

New Tag

New Tag

Create a New tag.

Remove Task hold

Remove Task hold

Remove a specific Task.

Enable Organization User

Enable Organization User

Enable Organization User.

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Workzappy and cardly?

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

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

Absolutely. You can customize how Workzappy 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 Workzappy and cardly?

The data sync between Workzappy 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 Workzappy 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 Workzappy and cardly?

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

Workzappy

About Workzappy

Workzappy is a comprehensive platform designed to enhance productivity and streamline project management for teams and businesses. It offers a suite of tools that facilitate task management, collaboration, and communication, ensuring that projects are completed efficiently and effectively.

Learn More
cardly

About cardly

Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.

Learn More